Abigail Santiago-Monroe

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1991 → 03/2020
  Ameriprise Financial Services, Inc.
  Palm Coast, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Palm Coast, FL

Other Businesses

Real Estate Ownership; Multi-Family; 35 Pine Haven, , Palm Coast, FL, 32164; Not Investment-Related; 11/01/2018 / Single Family; 1308 Continental Dr., , Daytona Beach, FL, 32176; Not Investment-Related; 06/01/2019 / Single Family; 17 Whitehurst , , Palm Coast, FL, 32164; Not Investment-Related; 06/01/2020 / Single Family; 75 Zebulah's Trail , , Palm Coast, FL, 32164; Not Investment-Related; 05/17/2023 / Multi-Family; 48 Plain View Dr, , Palm Coast, FL, 32164; Not Investment-Related; 10/04/2021. Business Ownership; Abby Santiago PA; owner/operator managing my Ameriprise business. Also own a real estate office for my business.; ; 1400 Hand Ave. Ste P Ormond Beach FL 32174, ,; Not Investment-Related; 01/01/2002; 0 hours per month; 0 during trading hours / PLAAR LLC; silent partner; sales rep sales boats and RV, i am silent partner of PLAAR; 16 Clarendon Court South, , Palm Coast, FL, 32137; Not Investment-Related; 02/01/2021; 0 hours per month; 0 during trading hours. Fiduciary Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-11-26

Other Names

• Abby Santiago
• Abigail Santiago