Santiago Mosquera

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2023 → Present
  Cwa Asset Management Group, Llc
  Naples, FL
• 01/2023 → 06/2023
  Florida Gulf Coast University
  Fort Myers, FL
• 08/2022 → 01/2023
  Md Solutions
  Cape Coral, FL
• 05/2022 → 08/2022
  Anchor Business Valuation
  Naples, FL
• 01/2022 → 06/2022
  Bj's Restaurant & Brewhouse
  Fort Myers, FL
• 08/2021 → 01/2022
  Florida Gulf Coast University
  Fort Myers, FL
• 02/2021 → 08/2021
  Pizzacraft Fort Lauderdale Llc
  Fort Lauderdale, FL
• 09/2018 → 02/2021
  Anthony's Pronto Kitchen
  Fort Lauderdale, FL
• 08/2016 → 05/2020
  Stranahan High School
  Fort Lauderdale, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-26