Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Santos is a financial advisor registered with the state of California and Virginia. Roberto has been in the industry since 2004 and has worked at several firms, including J.P. Morgan Securities LLC, Salem Partners LLC and Arrowroot Partners, LLC. Currently, Roberto is registered with Arrowroot Family Office, LLC and has passed the Series 7, 79, 14, 24, 66 and SIE exams. Roberto provides financial planning services to individuals and families. He also offers portfolio management services to individuals, businesses, and pooled investment vehicles. Roberto is a Managing Partner at Vitreous Partners Holdings, LLC, a non-investment related business, and CEO at Vitreous Partners, LLC, a registered investment advisor. Roberto is also a Managing Director at Arrowroot Advisors, LLC, an M&A advisory firm under SEC exemption letter. Roberto is an experienced and knowledgeable financial advisor with a strong track record of success.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/23/2020 - Present
Arrowroot Family Office, LLC (MARINA DEL REY CA)
CA
08/21/2015 - 08/10/2020
ARROWROOT PARTNERS, LLC (Santa Monica CA)
CA
08/04/2011 - 08/12/2013
SALEM PARTNERS LLC (LOS ANGELES CA)
CA
06/18/2004 - 07/29/2011
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BOTH
Issued 10/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2022
Series 14 - Compliance Officer Examination
BC
Issued 07/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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