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Santiago Jose Arbelaez

PVG Asset Management Corp.

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About Santiago Jose Arbelaez

Santiago Jose Arbelaez is a financial advisor with experience in the industry since 2011. Santiago has held positions with HSBC Securities (USA) Inc., AXA Advisors, LLC, E.S. Financial Services, Inc., and SAFRA SECURITIES LLC. Currently, Santiago is registered with PVG Asset Management Corp. and Mellig Group, LLC in Florida. Santiago is a Series 66, Series 7 and SIE licensed professional and focuses on providing financial planning and portfolio management for both individuals and pooled investment vehicles.

Firm Information

Santiago Arbelaez is currently registered with PVG Asset Management Corp.. PVG Asset Management Corp. is a Denver, Colorado-based investment advisory firm with approximately $500.38 million in regulatory assets under management. The firm provides portfolio management for individuals and pooled investment vehicles. It serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
PVG Asset Management Corp.

6898 S. UNIVERSITY BLVD.

DENVER, CO 80122

$500.38M

Assets Under Management

Not reported

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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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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percentage of assets

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

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Santiago Arbelaez’s Registration & Firm History

FL

10/03/2024 - Present

PVG Asset Management Corp. (Miami FL)

FL

11/20/2017 - 06/05/2020

HSBC SECURITIES (USA) INC. (MIAMI FL)

FL

01/28/2016 - 07/11/2016

AXA ADVISORS, LLC (MIAMI FL)

FL

09/26/2012 - 01/30/2014

E.S. FINANCIAL SERVICES, INC. (MIAMI FL)

FL

11/18/2011 - 09/25/2012

SAFRA SECURITIES LLC (AVENTURA FL)

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Licenses & Designations

BOTH

Issued 04/02/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Santiago Jose Arbelaez. Review regulatory record here.
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