Eddy Santos, financial advisor New York NY
93 score

Eddy Santos

CRD Number: 5312637
Current Firm: Wells Fargo Advisors, LLC

Eddy Santos (CRD# 5312637) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in New York, NY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC New York, NY Apr 2016 - Current < 1
J.p. Morgan Securities LLC Long Island Cotu, NY Jul 2014 - Apr 2016 1
Santander Bank, N.a. Brooklyn, NY Feb 2014 - Jul 2014 < 1
Santander Securities LLC Guaynabo, PR Feb 2014 - Jul 2014 < 1
J.p. Morgan Securities LLC Bronx, NY Oct 2012 - Jan 2014 1
Chase Investment Services Corp Bronx, NY Aug 2011 - Oct 2012 1
Jpmorgan Chase Bank Na Bronx, NY Sep 2010 - Aug 2011 < 1
Jpmorgan Chase Bank New York, NY Sep 2009 - Sep 2010 1
Chase Investment Services Corp New York, NY Sep 2009 - Sep 2010 1
Intergrated Merchant Solutions New York, NY Dec 2008 - Sep 2009 < 1
Jpmorgan Chase Na Long Branch, NJ Mar 2007 - Dec 2008 1
Chase Investment Services Corp Long Branch, NJ Mar 2007 - Dec 2008 1
Washington Mutual Bank North Plainfield, NJ May 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Eddy E. Santos
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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