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Cecelia Louise Waterman-Santiago

STRATEGY ASSET MANAGERS L.L.C.·WOODCLIFF LAKE, New Jersey
STRATEGY ASSET MANAGERS L.L.C.
50 TICE BOULEVARD, WOODCLIFF LAKE, NJ 07677CRD# 2747146Firm CRD# 109939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cecelia Louise Waterman-Santiago · WOODCLIFF LAKE, NJ
Registration
CRD #2747146 · STRATEGY ASSET MANAGERS L.L.C.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Cecelia Louise Waterman-Santiago is a registered financial advisor based in WOODCLIFF LAKE, New Jersey, affiliated with STRATEGY ASSET MANAGERS L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGY ASSET MANAGERS L.L.C.
STRATEGY ASSET MANAGERS L.L.C.
AUM
$631M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at STRATEGY ASSET MANAGERS L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2747146
Firm CRD# 109939
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cecelia Louise Waterman-Santiago offer?
Cecelia Louise Waterman-Santiago specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODCLIFF LAKE, New Jersey for a consultation.
What are Cecelia Louise Waterman-Santiago's credentials?
Cecelia Louise Waterman-Santiago is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cecelia Louise Waterman-Santiago located?
Cecelia Louise Waterman-Santiago is based in WOODCLIFF LAKE, New Jersey, working with STRATEGY ASSET MANAGERS L.L.C.. Their office serves clients in the WOODCLIFF LAKE metropolitan area and surrounding communities.
How does Cecelia Louise Waterman-Santiago charge for services?
Cecelia Louise Waterman-Santiago's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGY ASSET MANAGERS L.L.C.?
STRATEGY ASSET MANAGERS L.L.C. has approximately 12 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Bruce John Jensen
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Neil Oliver Dorrel
WOODCLIFF LAKE, NJ

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