Katelyn M. Santos
Professional summary
Katelyn Marie Santos, who also goes by Katelyn Santos, is a registered financial advisor currently at BRAYPARK WEALTH MANAGEMENT located in Costa Mesa, California.
Katelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Katelyn has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katelyn Marie Santos's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 19, 2025 - Present
BRAYPARK WEALTH MANAGEMENT
Office #1: 555 Anton Blvd Ste 150, Costa Mesa, CA 92626State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/19/2025)
Exams
Current Firm
BRAYPARK WEALTH MANAGEMENT
CRD#: 334880 / SEC#: 801-132057
Contact information
Regulatory assets under management
| Total Number of Accounts | 189 |
| AUM (Assets Under Management) | $ 40,000,000 |
Red Flags
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