Santander Securities - Investment Advisers

About Santander Securities

Santander Securities LLC is an investment adviser headquartered in Boston, Massachusetts. The firm reports $3.14 billion in regulatory assets under management and 449 employees. It is listed in the directory of US investment advisers and is one of the investment advisers in Massachusetts. The firm's investment services, presented under the Santander Investment Services name, include financial planning with a dedicated Financial Advisor, asset allocation, and portfolio management. Clients can also access mutual funds from partnerships with fund managers, managed investment strategies that carry an initial minimum investment of $25,000, and income planning. Other offerings include annuities, insurance, retirement planning, and 529 education savings plans. Financial plans are reviewed annually to track progress against goals. The investment services are offered through Santander Bank's website. The bank describes branches across the Northeast and in Miami, Florida, along with more than 2,000 ATMs.

Key Facts

Assets Under Management

$3.14B

Employees

449

SEC File Number

801-56796