linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Zornitsa Ventsislavova Santiago

Capital Group Private Client Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Zornitsa? Claim Your Profile

About Zornitsa Ventsislavova Santiago

Zornitsa Santiago is a registered investment advisor representative with Capital Group Private Client Services, Inc. Zornitsa has been in the industry since 2004, and has been with the firm since July 2021. Zornitsa is a Series 7, 65, and 66 license holder. Zornitsa focuses on providing financial advice and portfolio management services to individuals, corporations, charitable organizations, pooled investment vehicles and pension and profit-sharing plans. Zornitsa has previously been employed with DFA Securities LLC and Triad Advisors, Inc.

Firm Information

Zornitsa Santiago is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Zornitsa Santiago’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

TX

03/22/2013 - 05/20/2015

DFA SECURITIES LLC (AUSTIN TX)

GA

06/08/2004 - 07/27/2006

TRIAD ADVISORS, INC. (ATLANTA GA)

Not sure if Zornitsa Ventsislavova Santiago is right for you?

Licenses & Designations

IA

Issued 02/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/04/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zornitsa Ventsislavova Santiago.
Not sure if Zornitsa Ventsislavova Santiago is right for you?