Cassandra Alleyne, financial advisor Lancaster PA

Cassandra Alleyne

CRD Number: 5180564
Current Firm: Santander Securities

Cassandra Alleyne (CRD# 5180564) is an Investment Advisor Representative working at Santander Securities in Lancaster, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Feb 2023 - Current 1
Santander Bank, Na Boston, MA Jun 2016 - Current 7
Santander Securities, LLC Dorchester, MA Jun 2016 - Feb 2023 6
Stifel Nicolaus & Co Inc. Allentown, PA Aug 2012 - Jun 2016 3
Children's Home Of Easton Easton, PA Aug 2004 - Jun 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Cassandra W. Alleyne
Phone Number: (866)-736-6475
Registered State(s):
  • PA
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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