Santander Securities

Santander Securities (CRD# 41791) is a financial advisory firm headquartered in San Juan, PR. They manage $556,143,750 in 3,432 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • 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
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 220 top financial advisors.
1
Jonathan S. Bloom
CRD#: 4816182
12 Front Street, Ashland, MA 01721
96
Wealthminder
score

Jonathan Bloom (CRD# 4816182) is an Investment Advisor Representative working at Santander Securities in Ashland, MA and has over 10 years of experience in the finance industry. Jonathan Bloom 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
Reid I. Chizik
CRD#: 4654732
Two Aldwyn Lane, Villanova, PA 19085
96
Wealthminder
score

Reid Chizik (CRD# 4654732) is an Investment Advisor Representative working at Santander Securities in Villanova, PA and has over 13 years of experience in the finance industry.

3
Sarah A. Currier-Barrella
CRD#: 2921135
2 Morrissey Boulevard Suite 3a, Dorchester, MA 02125
96
Wealthminder
score

Sarah Currier-Barrella (CRD# 2921135) is an Investment Advisor Representative working at Santander Securities in Dorchester, MA and has over 19 years of experience in the finance industry. Sarah Currier-Barrella 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
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 17 years of experience in the finance industry.

5
H R. Haberman
CRD#: 1181164
70 East Main Street, Westborough, MA 01581
96
Wealthminder
score

H Haberman (CRD# 1181164) is an Investment Advisor Representative working at Santander Securities in Westborough, MA and has over 20 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.

6
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 18 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.

7
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 15 years of experience in the finance industry.

8
Matthew P. Smith
CRD#: 3209342
2 Morrissey Boulevard Suite 3a, Dorchester, MA 02125
96
Wealthminder
score

Matthew Smith (CRD# 3209342) is an Investment Advisor Representative working at Santander Securities in Dorchester, MA and has over 17 years of experience in the finance industry. Matthew Smith 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.

9
Calvin Y. Zhao
CRD#: 5635090
150-28 Union Turnpike, Flushing, NY 11367
96
Wealthminder
score

Calvin Zhao (CRD# 5635090) is an Investment Advisor Representative working at Santander Securities in Flushing, NY and has over 7 years of experience in the finance industry. Calvin Zhao 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
Raymond Adams
CRD#: 2064650
23 Newkirk Plaza, Brooklyn, NY 11226
93
Wealthminder
score

Raymond Adams (CRD# 2064650) is an Investment Advisor Representative working at Santander Securities in Brooklyn, NY and has over 22 years of experience in the finance industry.

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