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AS

Abel A. Santibanez

MASON & ASSOCIATES
Los Angeles, CA 90041
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CRD#: 5752541
AS

Professional summary


Abel Alexander Santibanez, who also goes by Alex Santibanez, Alexander Santibanez, is a registered financial advisor currently at MASON & ASSOCIATES, INC. located in Los Angeles, California.

Abel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Abel has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alex Santibanez | Alexander Santibanez

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 Abel Alexander Santibanez'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

September 5, 2018 - Present

MASON & ASSOCIATES, INC.

Office #1: 7474 North Figueroa Street Suite 100, Los Angeles, CA 90041
RIA
CRD#: 141303
Los Angeles, CA
Past

September 11, 2017 - July 5, 2018

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

May 21, 2010 - October 12, 2015

HILLTOP SECURITIES INC.

BD
CRD#: 6220
ENCINO, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M&
MASON & ASSOCIATES, INC.
MASON & ASSOCIATES INSURANCE SERVICES LLC. | TRANSFORMATIVE WEALTH MANAGEMENT | MASON & ASSOCIATES, INC.

CRD#: 141303 / SEC#: 801-67068

RIA
Registered Investment Advisory firm - (8/3/2006 Approved)

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.

Highlighted states indicate IAR registrations

IAR
California
(9/5/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/5/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


M&
MASON & ASSOCIATES, INC.
MASON & ASSOCIATES INSURANCE SERVICES LLC. | TRANSFORMATIVE WEALTH MANAGEMENT | MASON & ASSOCIATES, INC.

CRD#: 141303 / SEC#: 801-67068

RIA
Registered Investment Advisory firm - (8/3/2006 Approved)
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Contact information


Main Address
7474 North Figueroa Street Suite 100, Los Angeles, CA 90041
Mailing Address
Phone number
(323) 254-3072
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A FIRM BROCHURE - TRANSFORMATIVE WEALTH MANAGEMENT (10/22/2025)

Regulatory assets under management


Total Number of Accounts1,822
AUM (Assets Under Management)$ 631,260,155

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.

Company Information


MASON & ASSOCIATES, INC.

CRD#: 141303Los Angeles, CA 90041

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