Unclaimed Profile

Alina Lee Santiago

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

SIE, Series 7, Series 24, Series 66Clean record16 years registeredCONTINUUM ADVISORY, LLC

873 E. STATE STREET, EAGLE, ID 83616CRD# 5140191Firm CRD# 283155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alina Lee Santiago · EAGLE, ID

Registration

CRD #5140191 · CONTINUUM ADVISORY, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CONTINUUM ADVISORY, LLC

Feb 2018 – present

SIGNATOR INVESTORS, INC.

Apr 2017 – Nov 2017

PLEASANTON, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Oct 2014 – Apr 2017

ST PETERSBURG, FL

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Nov 2012 – Oct 2014

El Segundo, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Nov 2009 – Nov 2012

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 25, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONTINUUM ADVISORY, LLC

CRD 283155 · SEC 801-107439

AUM

$1.3B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CONTINUUM ADVISORY, 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 CONTINUUM ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Alina Lee Santiago offer?

Alina Lee Santiago specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Alina Lee Santiago's credentials?

Alina Lee Santiago is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alina Lee Santiago located?

Alina Lee Santiago is based in EAGLE, Idaho, working with CONTINUUM ADVISORY, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Alina Lee Santiago charge for services?

Alina Lee Santiago'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 CONTINUUM ADVISORY, LLC?

CONTINUUM ADVISORY, LLC has approximately 66 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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