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Kristina Elisabeth Alley

SANTA FE ADVISORS LLC·SANTA FE, New Mexico
Series 6, Series 7, Series 63CFPClean record18 years registeredSANTA FE ADVISORS LLC
330 GARFIELD STREET, SANTA FE, NM 87501CRD# 2908861Firm CRD# 170872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristina Elisabeth Alley · SANTA FE, NM
Registration
CRD #2908861 · SANTA FE ADVISORS LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

SANTA FE ADVISORS LLC
Dec 2014 – present
LPL FINANCIAL CORPORATION
Jan 2009 – Oct 2010
SANTA FE, NM
FIRST SANTA FE ADVISORS, LLC
Jun 2008 – Dec 2014
SANTA FE, NM
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · June 3, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SANTA FE ADVISORS LLC
CRD 170872 · SEC 801-113760
AUM
$171M
Regulatory assets under management
Employees
5
225 client accounts
Services offered by SANTA FE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SANTA FE ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Kristina Elisabeth Alley offer?
Kristina Elisabeth Alley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Kristina Elisabeth Alley's credentials?
Kristina Elisabeth Alley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kristina Elisabeth Alley located?
Kristina Elisabeth Alley is based in SANTA FE, New Mexico, working with SANTA FE ADVISORS LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Kristina Elisabeth Alley charge for services?
Kristina Elisabeth Alley'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 SANTA FE ADVISORS LLC?
SANTA FE ADVISORS LLC has approximately 5 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SANTA FE ADVISORS LLC

David Evan Marion
SANTA FE, NM

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