Julie Sumitomo, financial advisor Florham Park NJ

Julie Sumitomo

CRD Number: 5402888
Current Firm: Santander Securities

Julie Sumitomo (CRD# 5402888) is an Investment Advisor Representative working at Santander Securities in Florham Park, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Bank, Na Boston, MA Nov 2018 - Current 5
Santander Securities, LLC Dorchester, MA Jan 2017 - Current 7
Santander Securities, LLC Dorchester, MA Aug 2012 - Jan 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Julie W. Sumitomo
Phone Number: (866)-736-6475
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,849
    MILLIONS
  • Total Number of Accounts
    9,808
    ACCOUNTS
  • Average Account Value
    $188,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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