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RIA / WealthAdvisor35 years in industry

LETICIA LAURA SANTIAGO

Advisor at FORTIS PRIVATE WEALTH ADVISORS, LLC

MIAMI, FL

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Search this name across graphsid dfx:ria:963f7565-5e46-60e9-b941-8b0793548428

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 9, 1991 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTIS PRIVATE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 9, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 14, 1992
First registration: Jul 9, 1991
Dual registered: no
Other names: Leti L Santiago
IAPD individual key: 1811434

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTIS PRIVATE WEALTH ADVISORS, LLC	Independent wealth	Oct 2, 2019	n/a	yes	MIAMI, FL	Current employment
INSIGNEO ADVISORY SERVICES, LLC	Mixed wealth	Dec 7, 2017	Oct 9, 2019	no	MIAMI, FL	Previous registration
INSIGNEO WEALTH ADVISORS, LLC	Former SEC adviser	Apr 2, 2015	Dec 20, 2018	no	MIAMI, FL	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	May 1, 2009	Apr 7, 2015	no	MIAMI, FL	Previous registration
UBS INTERNATIONAL INC.	n/a	Dec 13, 2002	May 21, 2009	no	CORAL GABLES, FL\|CORAL GABLES, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 9, 1991	Dec 17, 2002	no	CORAL GABLES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INSIGNEO ADVISORY SERVICES, LLC	FORTIS PRIVATE WEALTH ADVISORS, LLC	Oct 9, 2019	Oct 2, 2019	-7	Firm change	RIA to new firm
INSIGNEO WEALTH ADVISORS, LLC	INSIGNEO ADVISORY SERVICES, LLC	Dec 20, 2018	Dec 7, 2017	-378	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	INSIGNEO WEALTH ADVISORS, LLC	Apr 7, 2015	Apr 2, 2015	-5	Firm change	Other
UBS INTERNATIONAL INC.	RBC CAPITAL MARKETS, LLC	May 21, 2009	May 1, 2009	-20	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS INTERNATIONAL INC.	Dec 17, 2002	Dec 13, 2002	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112706:282589:FL:2018-12-14	Dec 20, 2018	Dec 7, 2017	MIAMI, FL	Firm change after gap
31194:112706:FL:2015-04-06	Apr 7, 2015	Apr 2, 2015	MIAMI, FL	Firm change

Relationships

Registered with (6)

→ FORTIS PRIVATE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 2, 2019 to presentfactForm ADV
→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Dec 7, 2017 to Oct 9, 2019factForm ADV
→ INSIGNEO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 2, 2015 to Dec 20, 2018factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
May 1, 2009 to Apr 7, 2015factForm ADV
→ UBS INTERNATIONAL INC.Registered adviserregistration: previous registration
Dec 13, 2002 to May 21, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 9, 1991 to Dec 17, 2002factForm ADV

Dated events

No dated event names this entity yet.