Santander Securities
Boston, MA·SEC-registered · CRD #41791
Santander Securities is an SEC-registered investment advisory firm in Boston, MA managing $3.1B across 11k client accounts, with 108 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.1B
Client accounts
11k
Advisory staff
108
Fee model
Fee-only
How Santander Securities is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Santander Securities
How much does Santander Securities manage?
Per its most recent SEC Form ADV filing (05/27/2026), Santander Securities reports $3.1B in regulatory assets under management across roughly 11k client accounts.
How does Santander Securities charge?
Santander Securities is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Santander Securities a fiduciary?
Yes. Santander Securities is registered with the U.S. Securities and Exchange Commission (CRD #41791), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Santander Securities taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Santander Securities and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Santander Securities's public SEC Form ADV filing (CRD #41791, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Santander Securities. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Santander Securities? Claim this profile.