Gerard Delannoy, financial advisor Holliston MA
90 score

Gerard Delannoy

CRD Number: 6361929
Current Firm: Santander Securities

Gerard Delannoy (CRD# 6361929) is an Investment Advisor Representative working at Santander Securities in Holliston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities LLC San Juan, PR Feb 2017 - Current 1
Santander Bank Na Boston, MA Feb 2017 - Current 1
John Hancock / Sii Westborough, MA Jun 2014 - Jan 2017 2
Bryant University Smithfield, RI Sep 2012 - Jun 2014 1
Cumberland Remodeling, Inc. Cumberland, RI Jan 2010 - Jun 2014 4
Community College Of Rhode Island Lincoln, RI Sep 2009 - May 2012 2
Sitescapes, Inc. Cumberland, RI Jun 2010 - Sep 2010 < 1
Providence Yarn Company Pawtucket, RI Sep 2009 - Jun 2010 < 1
Daves Marketplace Cumberland, RI Sep 2009 - May 2010 < 1
Cumberland High School Cumberland, RI Sep 2005 - Jul 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Gerard P. Delannoy
Phone Number: (866)-736-6475
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    610
    MILLIONS
  • 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

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
90
Clean Record
This advisor has a clean track record with regulators.

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