Santander Securities

Santander Securities (CRD# 41791) is a financial advisory firm headquartered in Dorchester, MA. They manage $609,952,968 in 4,969 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    4,969
    ACCOUNTS
  • Average Account Value
    $122,752
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Santander Securities
Showing 1 - 10 of 281 top financial advisors.
1
Peter C. Canale
CRD#: 2941469
389 E 149th Street, Bronx, NY 10455
96
Wealthminder
score

Peter Canale (CRD# 2941469) is an Investment Advisor Representative working at Santander Securities in Bronx, NY and has over 19 years of experience in the finance industry. Peter Canale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven M. Grassi
CRD#: 1184889
Two Aldwyn Lane, Villanova, PA 19085
96
Wealthminder
score

Steven Grassi (CRD# 1184889) is an Investment Advisor Representative working at Santander Securities in Villanova, PA and has over 18 years of experience in the finance industry.

3
Travis Gross
CRD#: 4715973
505 Boston Post Road, Sudbury, MA 01776
96
Wealthminder
score

Travis Gross (CRD# 4715973) is an Investment Advisor Representative working at Santander Securities in Sudbury, MA and has over 12 years of experience in the finance industry. Travis Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
H R. Haberman
CRD#: 1181164
5 Whittier Street, Second Floor, Framingham, MA 01701
96
Wealthminder
score

H Haberman (CRD# 1181164) is an Investment Advisor Representative working at Santander Securities in Framingham, MA and has over 21 years of experience in the finance industry. H Haberman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Barry L. Hilliard
CRD#: 6060838
2 Morrissey Boulevard Suite 3a, Dorchester, MA 02125
96
Wealthminder
score

Barry Hilliard (CRD# 6060838) is an Investment Advisor Representative working at Santander Securities in Dorchester, MA and has over 5 years of experience in the finance industry.

6
Lloyd W. Johnson
CRD#: 4655802
655 Park Avenue, Worcester, MA 01603
96
Wealthminder
score

Lloyd Johnson (CRD# 4655802) is an Investment Advisor Representative working at Santander Securities in Worcester, MA and has over 14 years of experience in the finance industry. Lloyd Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Thomas L. Laporta
CRD#: 1404686
160 Main Street, Matawan, NJ 07747
96
Wealthminder
score

Thomas Laporta (CRD# 1404686) is an Investment Advisor Representative working at Santander Securities in Matawan, NJ and has over 19 years of experience in the finance industry. Thomas Laporta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Nathaniel W. Lovell
CRD#: 4300307
2 Morrissey Boulevard Suite 3a, Dorchester, MA 02125
96
Wealthminder
score

Nathaniel Lovell (CRD# 4300307) is an Investment Advisor Representative working at Santander Securities in Dorchester, MA and has over 17 years of experience in the finance industry.

9
John A. McLoughlin
CRD#: 1437650
200 Park Avenue Suite 100, Florham Park, NJ 07932
96
Wealthminder
score

John McLoughlin (CRD# 1437650) is an Investment Advisor Representative working at Santander Securities in Florham Park, NJ and has over 30 years of experience in the finance industry. John McLoughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Timothy D. Nihill
CRD#: 4220287
66 Main Street, Hopkinton, MA 01748
96
Wealthminder
score

Timothy Nihill (CRD# 4220287) is an Investment Advisor Representative working at Santander Securities in Hopkinton, MA and has over 14 years of experience in the finance industry. Timothy Nihill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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