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Victor Leonardo Santana Perez

MERCANTIL INVESTMENT SERVICES, INC.·CORAL GABLES, Florida
Series 53Series 10Series 9Series 24Series 3Series 15Series 7Series 66Series 63SIE
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220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 1273188Firm CRD# 117284
01

About

Victor Leonardo Santana Perez is a registered financial advisor based in CORAL GABLES, Florida, affiliated with MERCANTIL INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
AMERANT INVESTMENTS, INC.
AMERANT INVESTMENTS, INC.
AUM
$633M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at AMERANT INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1273188
Firm CRD# 117284
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Victor Leonardo Santana Perez offer?
Victor Leonardo Santana Perez specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.
What are Victor Leonardo Santana Perez's credentials?
Victor Leonardo Santana Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Leonardo Santana Perez located?
Victor Leonardo Santana Perez is based in CORAL GABLES, Florida, working with MERCANTIL INVESTMENT SERVICES, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Victor Leonardo Santana Perez charge for services?
Victor Leonardo Santana Perez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERCANTIL INVESTMENT SERVICES, INC.?
MERCANTIL INVESTMENT SERVICES, INC. has approximately 31 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERCANTIL INVESTMENT SERVICES, INC.

Andres Jose Garganta
CORAL GABLES, FL
Gerald P. Plush
CORAL GABLES, FL
Howard A Levine
CORAL GABLES, FL
Miguel Alberto Gras
CORAL GABLES, FL
Sergio Emiliano Mr. Guerrero
CORAL GABLES, FL
Sharymar Egllee Calderon Yepez
CORAL GABLES, FL

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