Eli Acevedo (CRD# 3192504) is an Investment Advisor Representative working at Santander Securities in Staten Island, NY and has over 20 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Santander Securities, LLC | Dorchester, MA | Jan 2023 - Current | 1 |
Santander Bank, Na | Boston, MA | May 2018 - Current | 6 |
Santander Securities, LLC | Dorchester, MA | May 2018 - Jan 2023 | 4 |
J.p. Morgan Securities LLC | Staten Island, NY | Oct 2012 - Apr 2018 | 5 |
Jp Morgan Chase Bank | New York, NY | Aug 2000 - Apr 2018 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2003 |
S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
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Total Assets Under Management2,130MILLIONS
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Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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