Unclaimed Profile

Cecelia Louise Waterman-Santiago

STRATEGY ASSET MANAGERS L.L.C.·WOODCLIFF LAKE, New Jersey

SIE, Series 7, Series 66Clean record9 years registeredSTRATEGY 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. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGY ASSET MANAGERS L.L.C.

STRATEGY ASSET MANAGERS L.L.C.

Feb 2017 – Mar 2018

Woodcliff Lake, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 23, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGY ASSET MANAGERS L.L.C.

CRD 109939 · SEC 801-60049

AUM

$631M

Regulatory assets under management

Employees

975 client accounts

Services offered by STRATEGY ASSET MANAGERS L.L.C.

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 STRATEGY ASSET MANAGERS L.L.C. →

Introduction

Speak with Cecelia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cecelia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WOODCLIFF LAKE?

Browse all registered financial advisors in WOODCLIFF LAKE, New Jersey or claim this profile if it's yours.

Browse WOODCLIFF LAKE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cecelia Louise Waterman-Santiago offer?

Cecelia Louise Waterman-Santiago specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with STRATEGY ASSET MANAGERS L.L.C..

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →