Dylan Souter, financial advisor Boston MA

Dylan Souter

CRD Number: 6831400
Current Firm: Santander Securities

Dylan Souter (CRD# 6831400) is an Investment Advisor Representative working at Santander Securities in Boston, MA and has over 3 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Santander Bank, Na Boston, MA Nov 2019 - Current 1
Santander Securities, LLC Dorchester, MA Nov 2019 - Current 1
Northwestern Mutual Investment Services LLC Boston, MA Oct 2018 - Nov 2019 1
Paul J Driscoll Boston, MA Jun 2018 - Nov 2019 1
Global Atlantic Financial Group Berwyn, PA Jul 2017 - Jul 2018 1
Student Norton, MA Jul 2013 - Jul 2017 4
Rudys Of The Cape Cape Elizabeth, ME Jun 2015 - Aug 2015 < 1
Alford Lake Camp Hope, ME May 2014 - Aug 2014 < 1
Student Portland, ME Jul 2006 - Jul 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Dylan A. Souter
Phone Number: (866)-736-6475
Registered State(s):
  • ME
  • MA
By the Numbers
  • Total Assets Under Management
    1,397
    MILLIONS
  • Total Number of Accounts
    8,039
    ACCOUNTS
  • Average Account Value
    $173,824
Compensation Options
  • A percentage of assets under your management
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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