Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tyler Santamaria is a financial advisor with over 5 years of experience in the industry. Robert has a Series 7 and Series 66 license, and has passed the SIE exam. Robert currently works at Beacon Pointe Advisors, LLC. Robert specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Beacon Pointe Advisors, LLC is a Registered Investment Advisor (RIA) with over $31 billion in assets under management. The firm specializes in providing wealth management services to high-net-worth individuals, families, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/31/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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