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Victor Osman Santiago

Investment Adviser Representative at Strategic Advisers LLC

Salt Lake City, UTCRD #7836715Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Victor Osman Santiago is an investment adviser representative with Strategic Advisers LLC in Salt Lake City, UT, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.

Office

49 North 400 West
Salt Lake City, UT 84101-1368

Advisors at this office: 1,043

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Utah
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/3/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 3/22/2024
Series 7
General Securities Representative Examination
Passed 3/8/2024
SIE
Securities Industry Essentials Examination
Passed 1/19/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Advisers LLCCurrent
3/31/2025 – Salt Lake City, UT
Fidelity Brokerage Services LLCCurrent
3/8/2024 – Lehi, UT
Fidelity Personal AND Workplace Advisors
1/7/2025 – 3/31/2025Salt Lake City, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Acima
    Jan 2023 – Dec 2023Draper, UT
  2. Fidelity Investments
    Dec 2023 – no end date reportedSalt Lake City, UT
  3. Acima
    Jul 2022 – Jan 2023Draper, UT
  4. Western Governors University
    Aug 2023 – Dec 2023Salt Lake City, UT
  5. Salt Lake Community College
    Oct 2021 – Jan 2022Salt Lake City, UT
  6. UNINOVE University
    Jan 2018 – Jun 2018Sao Paulo
  7. Acima
    Oct 2021 – May 2022Draper, UT
  8. Acima
    Apr 2021 – Oct 2021Draper, UT
  9. Acima
    Dec 2020 – Apr 2021Draper, UT
  10. CCAA
    Jun 2019 – Oct 2019Brasilia
  11. Associacao Brasileira Da Igreja De Jesus Cristo Dos Santos Dos U
    Mar 2017 – Sep 2018Sao Paulo
  12. Unemployed
    Oct 2019 – Dec 2020Salt Lake City, UT
  13. Unemployed
    Oct 2013 – Mar 2017Sao Paulo
  14. Unemployed
    Sep 2018 – Jun 2019Brasilia
  15. Fidelity Investments
    Mar 2025 – no end date reportedBoston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17,064
Offices listed on AdvisorFinder:
3
Main office:
Boston, MA
SEC file number:
801-13243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Strategic Advisers LLC

Showing 12 of 17,064 in the directory

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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. Victor Osman Santiago 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Victor Osman Santiago (Strategic Advisers) - Advisor Profile