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Marcel Haui Santos

Cetera Investment Advisers LLC

Vienna, VA

Rockville, MD

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-12
VA RA APPROVED 2022-03-09
MD RA APPROVED 2019-06-19
  • TX RA
    APPROVED_RES
    Since 2025-03-12
  • VA RA
    APPROVED
    Since 2022-03-09
  • MD RA
    APPROVED
    Since 2019-06-19

Branch Locations

1577 Spring Hill Rd Ste 520, Vienna, VA 22182 • United States

Rockville, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Silver Springs MD 03/2016 06/2019
Foresters Advisory Services Silver Springs MD 06/2016 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 Present
Cetera Investment Advisers Llc Silver Spring MD 06/2019 Present
  • 03/2016 → 06/2019
    Foresters Financial Services
    Silver Springs, MD
  • 06/2016 → 06/2019
    Foresters Advisory Services
    Silver Springs, MD
  • 06/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2019 → Present
    Cetera Investment Advisers Llc
    Silver Spring, MD
Previous Registrations
  • 2016-07-14 → 2019-06-25
    Foresters Advisory Services, Llc
    Silver Spring, MD
Other Businesses

MARCELSANTOSWEALTH.COM, WEBSITE FOR CETERA BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-20
S63 Uniform Securities Agent State Law Examination 2015-08-04
  • S65 Uniform Investment Adviser Law Examination
    2016-06-20
  • S63 Uniform Securities Agent State Law Examination
    2015-08-04

View on SEC IAPD

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ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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