Irene Tagarelli, financial advisor Short Hills NJ
93 score

Irene Tagarelli

CRD Number: 1105686
Current Firm: Santander Securities

Irene Tagarelli (CRD# 1105686) is an Investment Advisor Representative working at Santander Securities in Short Hills, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Bank, Na Boston, MA Jul 2015 - Current 1
Santander Securities LLC San Juan, PR Jul 2015 - Current 1
Lpl Financial, LLC Roseland, NJ Aug 2008 - Jul 2015 6
New York Community Bank New York, NY Oct 2006 - Jul 2015 8
Chase Investment Services Corp New York, NY Aug 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for Irene S. Tagarelli
Phone Number: 787-759-5378
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    3,432
    ACCOUNTS
  • Average Account Value
    $162,047
Compensation Options
  • A percentage of assets under your management
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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