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Luis Alberto Santana

TC LATIN AMERICA PARTNERS LLC·SAN JUAN, Puerto Rico
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53 CALLE PALMERAS, EL CARIBE OFFICE BLDG., SAN JUAN, PR 00901CRD# 6933149Firm CRD# 307441
01

About

Luis Alberto Santana is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with TC LATIN AMERICA PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TC LATIN AMERICA PARTNERS LLC
TC LATIN AMERICA PARTNERS LLC
AUM
$647M
Regulatory assets under management
Employees
34
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6933149
Firm CRD# 307441
No disclosures on file
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Frequently Asked Questions

What services does Luis Alberto Santana offer?
Luis Alberto Santana specializes in Retirement Planning, Wealth Management. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Luis Alberto Santana's credentials?
Luis Alberto Santana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luis Alberto Santana located?
Luis Alberto Santana is based in SAN JUAN, Puerto Rico, working with TC LATIN AMERICA PARTNERS LLC. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Luis Alberto Santana charge for services?
Luis Alberto Santana's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TC LATIN AMERICA PARTNERS LLC?
TC LATIN AMERICA PARTNERS LLC has approximately 34 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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