Charleger Santiago
Professional summary
Charleger Santiago, who also goes by Charlie Santiago, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Los Angeles, California and NYLIFE SECURITIES LLC located in Los Angeles, California.
Charleger is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Charleger has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charleger Santiago's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 24, 2015 - Present
EAGLE STRATEGIES LLC
Office #1: 3530 Wilshire Blvd. Suite 1600, Los Angeles, CA 90010December 11, 2007 - Present
NYLIFE SECURITIES LLC
Office #1: 3530 Wilshire Blvd Suite 1600, Los Angeles, CA 90010Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/13/2025)
(4/23/2025)
(6/15/2018)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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