Chelsea Ann Santos
Professional Summary
Chelsea Ann Santos is a registered financial advisor currently at GFG SOLUTIONS located in Orlando, Florida. Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Chelsea has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
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.
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Current Firm
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS
Contact Information
Main Address
150 N. Orange Street Suite 340, Orlando, FL 32801Phone Number
(407) 627-0091# of Employees
11SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
315AUM (Assets Under Management)
$306,638,684Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
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.
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS
State Registrations and Notice Filings
(6/30/2026)
(6/30/2026)
(6/30/2026)
(7/15/2026)
(7/20/2026)
(6/30/2026)
(6/30/2026)
(6/30/2026)
(6/30/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Ann Santos's CRS (Customer Relationship Summary).
Similar Advisors
PFS INVESTMENTS INC.
CHARLES SCHWAB & CO., INC.
SLATEN WEALTH MANAGEMENT
LIGHTSQUARE WEALTH MANAGEMENT, LLC