AS
Alvaro A. Santana
PUENTE WEALTH
SAN DIEGO, CA 92037
Some features on this profile are disabled
CRD#: 8300102
AS
Alvaro Alexander SantanaPUENTE WEALTH
Professional summary
Alvaro Alexander Santana is a registered financial advisor currently at PUENTE WEALTH located in San Diego, California.
Alvaro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Alvaro has worked at 1 firm and has passed the SIE exam.
At a Glance
Always Fiduciary
Aliases
None
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.
Menjal; non-investment related; 11 y o Plutarco El�as Calles 8220-Local 4, Zona Centro, 22000 Tijuana, B.C., Mexico; Restaurant; Owner; 01/2016; 10 hrs/mo; owner and operator of a restaurant in Tijuana, Mexico.
CRS (Client Relationship Summary) - RIA
Click below to view Alvaro Alexander Santana's 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®
NoneExperience
Current
July 20, 2026 - Present
PUENTE WEALTH
Office #1: 4225 Executive Square Suite 600, San Diego, CA 92037RIA
CRD#: 343307
SAN DIEGO, CA
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(7/20/2026)
Current Firm
PW
PUENTE WEALTH
PUENTE WEALTH | PUENTE WEALTH ADVISORS LLC
CRD#: 343307 / SEC#:
California
Registered Investment Advisory firm - (7/20/2026 Approved)Loading...
Contact information
Main Address
4225 Executive Square Suite 600, San Diego, CA 92037
Mailing Address
Phone number
(858) 215-4488
Established
Firm type
Fiscal year end
# of Employees
1
0
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.
