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Santiago Mejia

CLEANBRIDGE SECURITIES
MIAMI, FL
·CRD# 8127853·1 year registered

Professional Summary

Santiago Mejia is a registered financial advisor currently at CLEANBRIDGE SECURITIES, LLC located in Miami, Florida. Santiago is registered as a RR (Registered Representative) and started their career in finance in 2026. Santiago has worked at 1 firm and has passed the Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

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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

1 years registered in the securities industry

Current & Past Employments

Current

CLEANBRIDGE SECURITIES, LLCCurrent·CRD# 140889
BD
2601 S. Bayshore Drive Suite 1130, Miami, FL 33133
February 24, 2026 - Present

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Current Firm

CS
CLEANBRIDGE SECURITIES, LLC

CLEANBRIDGE SECURITIES, LLC | PAF SECURITIES, LLC

CRD#: 140889 / SEC#: 8-67348
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

2601 S. Bayshore Drive Suite 1130, Miami, FL 33133

Mailing Address

2601 S.. Bayshore Drive Suite 1130, Miami, FL 33133

Phone Number

(305) 577-9799

Established

Delaware since 03/29/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (10 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CLEANBRIDGE ADVISORS, LLCHOLDING COMPANY—
MOODY, BENJAMIN SIMONPRESIDENT/CEO/CCO2345636
TENPOW, GEORGE PHILIPCFO/FINOP2938989

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(2/24/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 79TO — Investment Banking Registered Representative Examination

Passed Feb 2026About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2026About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Santiago Mejia's CRS (Customer Relationship Summary).

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