Samantha C. Santiago-paez

FINANZ BUTIK CAPITAL MANAGEMENT

Islamorada, FL

CRD#: 4369755

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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 13 firms and has passed the Series 63, Series 66, Series 6TO, SIE, Series 7, Series 6, Series 10, Series 9, Series 24 and Series 23 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samantha Crystal Beaulieu | Samantha C Santiago | Samantha Crystal Santiago

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Crystal Santiago-paez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2024 - Present

FINANZ BUTIK CAPITAL MANAGEMENT, LLC

RIA

CRD#: 325693

Islamorada, FL

Current

April 22, 2026 - Present

UYANA PARTNERS LLC

RIA

CRD#: 300280

Plantation Key, FL

Current

May 31, 2023 - Present

GA PCCV BD, LLC

Office #1: Park Ave Plaza 55 East 52nd St. 17th Fl, New York, NY, 10055

CRD#: 319308

NEW YORK, NY

Current

August 17, 2025 - Present

GA CAPITAL MARKETS BD, LLC

Office #1: Park Avenue Plaza 55 East 52nd St 17th Floor, New York, NY, 10055

CRD#: 310101

New York, NY

Current

May 8, 2026 - Present

ORCHARD SECURITIES, LLC

Office #1: 365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062

CRD#: 133378

PLEASANT GROVE, UT

Past

May 8, 2026 - June 16, 2026

ROCKDALE SECURITIES, LLC

CRD#: 169798

BOUNTIFUL, UT

Past

October 9, 2023 - March 28, 2025

NEON MONEY IA, LLC

RIA

CRD#: 327699

LONG ISLAND CITY, NY

Past

April 11, 2022 - December 18, 2023

NEON MONEY INCORPORATED

RIA

CRD#: 316896

LONG ISLAND CITY, NY

Past

January 14, 2020 - December 10, 2021

EFG CAPITAL INTERNATIONAL

CRD#: 40118

MIAMI, FL

Past

December 11, 2018 - January 3, 2020

CREAND SECURITIES

CRD#: 38964

MIAMI, FL

Past

February 3, 2016 - December 18, 2018

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Past

July 18, 2012 - December 4, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

May 20, 2010 - June 27, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

October 31, 2008 - May 5, 2010

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(1/6/2025)

Florida
(8/7/2025)

New York
(8/22/2025)

Oregon
(5/4/2026)

IAR

Texas
(11/13/2024)

Utah
(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

State Security Law Exam

Series 63

Date: 8/22/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/11/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 5/31/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/30/2008

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/31/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/31/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Principal/Supervisory Exam

Series 23

Date: 6/6/2019

General Securities Principal Sales Supervisor

SRO Registrations

FINRA

SRO Registrations

FINRA

Current Firm

UYANA PARTNERS LLC

INSIGNIUM ASSET MANAGEMENT, LLC | UYANA PARTNERS LLC | UYANA PARNTERS LLC

CRD#: 300280 / SEC#: 801-134808

Florida

Registered Investment Advisory firm - (2/12/2020 Approved)

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Contact information

Main Address

1450 Brickell Avenue Suite 2130, Miami, FL 33131

Mailing Address

Phone number

(786) 238-4314

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 115,043,670

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Samantha C. Santiago-paez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Crystal Santiago-paez's CRS (Customer Relationship Summary).

Certified licenses

Experience

UYANA PARTNERS LLC

GA PCCV BD, LLC

GA CAPITAL MARKETS BD, LLC

ORCHARD SECURITIES, LLC

ROCKDALE SECURITIES, LLC

NEON MONEY IA, LLC

NEON MONEY INCORPORATED

EFG CAPITAL INTERNATIONAL

CREAND SECURITIES

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

EQUITABLE ADVISORS, LLC

EQUITABLE DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/2025

Series 66

Date: 4/11/2022

Series 6TO

Date: 5/31/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/16/2011

Series 6

Date: 10/30/2008

Series 10

Date: 5/31/2023

Series 9

Date: 5/31/2023

Series 24

Date: 1/2/2023

Series 23

Date: 6/6/2019

FINRA

FINRA

Current Firm

UYANA PARTNERS LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UYANA PARTNERS LLC

TRUST BUT VERIFY

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