Financial advisor
Alex Santos
Now at Cresset · Boca Raton, FL
Registered as ALEXANDRE MARTINS SANTOS
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Michael A. Bober, Ettore D. Ventrice, Michael MacDonald, William Marino, Sarah Ponczek, Alex Santos | UBS | Cresset | Breakaway | August 25, 2026 | $4.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Investment adviser | August 25, 2026 | Current |
| UBS FINANCIAL SERVICES INC. | Investment adviser | May 4, 2015 | September 3, 2026 |
| UBS FINANCIAL SERVICES INC. | Broker-dealer | April 30, 2015 | September 3, 2026 |
| OPPENHEIMER & CO. INC. | Investment adviser | November 10, 2014 | May 4, 2015 |
| OPPENHEIMER & CO. INC. | Broker-dealer | July 2, 2013 | May 4, 2015 |
| MORGAN STANLEY | Investment adviser | June 1, 2009 | July 23, 2013 |
| MORGAN STANLEY | Broker-dealer | June 1, 2009 | July 23, 2013 |
| MORGAN STANLEY & CO. INCORPORATED | Investment adviser | April 15, 2008 | June 1, 2009 |
| MORGAN STANLEY & CO. INCORPORATED | Broker-dealer | April 11, 2008 | June 1, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | October 31, 2007 | April 22, 2008 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | September 17, 2007 | April 22, 2008 |
| CAMPBELL WILLIAMS, INC. | Investment adviser | February 5, 2001 | December 15, 2008 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.