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Suzanne West Santillan

BELAY INVESTMENT GROUP, LLC·SHERMAN OAKS, California
SIE, Series 7, Series 24, Series 63, Series 82TOClean recordBELAY INVESTMENT GROUP, LLC
15260 VENTURA BOULEVARD, SHERMAN OAKS, CA 91403CRD# 5118660Firm CRD# 281985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Suzanne West Santillan · SHERMAN OAKS, CA
Registration
CRD #5118660 · BELAY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 82TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BELAY INVESTMENT GROUP, LLC
CRD 281985 · SEC 801-107351
AUM
$410M
Regulatory assets under management
Employees
16
4 client accounts
Services offered by BELAY INVESTMENT GROUP, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BELAY INVESTMENT GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Suzanne West Santillan offer?
Suzanne West Santillan specializes in Retirement Planning, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.
What are Suzanne West Santillan's credentials?
Suzanne West Santillan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Suzanne West Santillan located?
Suzanne West Santillan is based in SHERMAN OAKS, California, working with BELAY INVESTMENT GROUP, LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Suzanne West Santillan charge for services?
Suzanne West Santillan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELAY INVESTMENT GROUP, LLC?
BELAY INVESTMENT GROUP, LLC has approximately 16 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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