Raul Santiago, financial advisor Naperville IL

Raul Santiago

CRD Number: 7431407
Current Firm: Fidelity Personal And Workplace Advisors

Raul Santiago (CRD# 7431407) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Naperville, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Naperville, IL Aug 2021 - Current 2
Citibank Chicago, IL Mar 2017 - Aug 2021 4
Citibank Chicago, IL May 2015 - Mar 2017 1
Walmart Bridgeview, IL May 2014 - May 2015 1
Full-time Education Chicago, IL Aug 2011 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Raul Santiago
Phone Number: 617-563-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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