Alfred Barbato, financial advisor Wayne PA
93 score

Alfred Barbato

CRD Number: 1882826
Current Firm: Santander Securities

Alfred Barbato (CRD# 1882826) is an Investment Advisor Representative working at Santander Securities in Wayne, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Bank Na Wayne, PA Aug 2014 - Current 2
Santander Securities LLC Guaynabo, PR Aug 2014 - Current 2
Cuso Financial Services, LP San Diego, CA Oct 2012 - Aug 2014 1
Pnc Investments Pittsburgh, PA Apr 2011 - Oct 2012 1
Cuso Financial Services Ewing, NJ Sep 2009 - Mar 2011 1
Cuso Financial Services, LP San Diego, CA May 2009 - Mar 2011 1
Janney Montgomery Scott LLC Philadelphia, PA Jul 2008 - Apr 2009 < 1
Unemployed Limerick, PA Jan 2008 - Jul 2008 < 1
Lincoln Financial Distributors, Inc. Philadelphia, PA May 2007 - Jan 2008 < 1
Sentinel Financial Services Company Montpelier, VT Sep 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Alfred D. Barbato
Phone Number: 787-759-5378
Registered State(s):
  • PA
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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