DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Santiago L Copello
Feed of 09/15/2026
Also filed as Santiago L Copello
At current firm
1 y
since Jan 9, 2025
In the industry
27 y
since Feb 9, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mora Capital Management, LLC independent RIA currentsince Jan 9, 2025 · Boca Raton, Fl
- Insigneo Advisory Services, LLC mixed wealthJan 4, 2019 to Nov 30, 2020 · Miami, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 3, 2003 to Feb 19, 2009 · Coral Gables, Fl
- Wells Fargo Advisors wirehouseJul 1, 2003 to Aug 27, 2003 · Aventura, Fl
- Prudential Equity Group, LLC unclassifiedFeb 9, 1999 to Jul 1, 2003 · Aventura, Fl
Moves
a registration end followed by a registration begin elsewhere
- Insigneo Advisory Services, LLC to Mora Capital Management, LLCleft Nov 30, 2020, registered Jan 9, 2025 (1501 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Insigneo Advisory Services, LLCleft Feb 19, 2009, registered Jan 4, 2019 (3606 days) · Wirehouse to affiliated broker-dealer or bank
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 27, 2003, registered Sep 3, 2003 (7 days) · Wirehouse to wirehouse
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address