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Bonafe De Mayo Santos

Investment Adviser Representative at OSAIC WEALTH, INC.

Scottsdale, AZCRD #5244494Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/18/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 4/15/2008
SIE
Securities Industry Essentials Examination
Passed 9/21/2018
Series 7
General Securities Representative Examination
Passed 1/23/2008
Series 24
General Securities Principal Examination
Passed 4/5/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
1/24/2025Scottsdale, AZ
OSAIC FA, INC.
10/1/20181/24/2025San Ramon, CA
E*TRADE CAPITAL MANAGEMENT, LLC
10/20/20149/21/2018Palo Alto, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bonafe De Mayo Santos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Bonafe De Mayo Santos - Financial Advisor in Scottsdale, AZ | AdvisorFinder