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Katrina Patricia Santamaria

MSH CAPITAL ADVISORS LLC·SCOTTSDALE, Arizona
SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean recordMSH CAPITAL ADVISORS LLC
23350 N PIMA ROAD, SCOTTSDALE, AZ 85255-7153CRD# 3248779Firm CRD# 157835

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katrina Patricia Santamaria · SCOTTSDALE, AZ
Registration
CRD #3248779 · MSH CAPITAL ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MSH CAPITAL ADVISORS LLC
CRD 157835 · SEC 801-108933
AUM
$1.0B
Regulatory assets under management
Employees
29
1,920 client accounts
Services offered by MSH CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MSH CAPITAL ADVISORS LLC →
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Frequently Asked Questions

What services does Katrina Patricia Santamaria offer?
Katrina Patricia Santamaria specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Katrina Patricia Santamaria's credentials?
Katrina Patricia Santamaria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katrina Patricia Santamaria located?
Katrina Patricia Santamaria is based in SCOTTSDALE, Arizona, working with MSH CAPITAL ADVISORS LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Katrina Patricia Santamaria charge for services?
Katrina Patricia Santamaria's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MSH CAPITAL ADVISORS LLC?
MSH CAPITAL ADVISORS LLC has approximately 29 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MSH CAPITAL ADVISORS LLC

Eraine Johnson Parker
SCOTTSDALE, AZ
Tara Lynn Kreizenbeck
SCOTTSDALE, AZ
Christopher Shane Jordan
SCOTTSDALE, AZ
Marcy Ann Crites
SCOTTSDALE, AZ
Mark Stephen Howells
SCOTTSDALE, AZ

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Research
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