Samantha Crystal Santiago-paez
Professional Summary
Samantha Crystal Santiago-paez, who also goes by Samantha Crystal Beaulieu, Samantha C Santiago, Samantha Crystal Santiago, is a registered financial advisor currently at FINANZ BUTIK CAPITAL MANAGEMENT, LLC located in Islamorada, Florida and UYANA PARTNERS LLC located in Plantation Key, Florida. Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Samantha has worked at 14 firms and has passed the Series 63, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Samantha Crystal Beaulieu, Samantha C Santiago, Samantha Crystal Santiago
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
INSIGNIUM ASSET MANAGEMENT, LLC | UYANA PARTNERS LLC | UYANA PARNTERS LLC
Contact Information
Main Address
1450 Brickell Avenue Suite 2130, Miami, FL 33131Phone Number
(786) 238-4314# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
133AUM (Assets Under Management)
$115,043,670Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
INSIGNIUM ASSET MANAGEMENT, LLC | UYANA PARTNERS LLC | UYANA PARNTERS LLC
State Registrations and Notice Filings
(1/6/2025)
(8/7/2025)
(5/4/2026)
(5/4/2026)
(11/13/2024)
(5/8/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed May 2023About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2008About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed May 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2023About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Samantha Crystal Santiago-paez's CRS (Customer Relationship Summary).
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