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Santiago Jose Cruz

First Command Advisory Services

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About Santiago Jose Cruz

Santiago Jose Cruz is a financial professional with First Command Advisory Services. Santiago has been in the financial services industry since 2024. Santiago is licensed in Florida. Santiago holds the Series 63, SIE and Series 6TO licenses and has passed the Uniform Investment Adviser Law Examination. Santiago's specializations include financial planning and portfolio management for individuals. First Command Advisory Services is a large advisory firm with assets under management between $10 billion and $50 billion. First Command Advisory Services primarily provides financial planning and portfolio management services for individuals.

Firm Information

Santiago Cruz is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

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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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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Santiago Cruz’s Registration & Firm History

FL

09/24/2024 - Present

First Command Advisory Services (Miramar FL)

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Licenses & Designations

BC

Issued 07/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/18/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Santiago Jose Cruz.
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