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Kristina Elisabeth Alley

Santa FE Advisors LLC

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About Kristina Elisabeth Alley

Kristina Elisabeth Alley is a financial advisor at Santa Fe Advisors LLC, a registered investment advisor based in Santa Fe, New Mexico. Kristina has been in the financial services industry since 1997, and is a Certified Financial Planner. Kristina provides portfolio management for individuals and businesses, as well as financial planning services. She also assists clients with selecting other advisors.

Firm Information

Kristina Alley is currently registered with Santa FE Advisors LLC. Santa FE Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. They manage approximately $170.83 million in assets for 225 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm is located in Santa Fe, New Mexico.
Santa FE Advisors LLC

330 GARFIELD STREET

SANTA FE, NM 87501

$170.83M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristina Alley’s Registration & Firm History

NM

09/07/2018 - Present

Santa FE Advisors LLC (SANTA FE NM)

NM

01/08/2009 - 10/29/2010

LPL FINANCIAL CORPORATION (SANTA FE NM)

NY

09/10/2003 - 03/05/2008

UST SECURITIES CORP. (NEW YORK NY)

NY

09/30/1998 - 08/31/2001

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

AZ

10/09/1997 - 09/15/1998

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

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Licenses & Designations

BC

Issued 10/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/08/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristina Elisabeth Alley.
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