Paul Brissenden, financial advisor Worcester MA
93 score

Paul Brissenden

CRD Number: 5416621
Current Firm: Santander Securities

Paul Brissenden (CRD# 5416621) is an Investment Advisor Representative working at Santander Securities in Worcester, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities LLC Guaynabo, PR Sep 2012 - Current 4
Sovereign Bank Methuen, MA Oct 2009 - Current 7
New York Life Insurance Comp. Waltham, MA Sep 2007 - Current 9
Nylife Securities,llc Waltham, MA Sep 2007 - Current 9
Lpl Financial Charlotte, NC Oct 2009 - Sep 2012 2
Unemployed Waltham, MA Jun 2007 - Aug 2007 < 1
Stonehill College Easton, MA Sep 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Paul M. Brissenden
Phone Number: 787-759-5378
Registered State(s):
  • MA
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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