Investment adviser · CRD 41791
SANTANDER SECURITIES
Investment adviser filing (IA)
SANTANDER SECURITIES LLC
BOSTON, MA, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $3.14B Form ADV · Item 5.F
- Client accounts
- 11,152 Accounts, not individual clients
- Employees
- 449 Reported in this filing
- Advisory professionals
- 108 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 10,832 | $2,852,129,822 | 90.8% |
| Other clients | 249 | $245,458,824 | 7.8% |
| Corporations & businesses | 41 | $42,383,630 | 1.3% |
| Charities | 2 | $1,011,622 | 0.0% |
Filing source
Form ADV 2133289 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
75 STATE STREET, MAIL CODE: MA-SST-INV3BOSTON, MA, 02109, United States
CRD 41791
Filing source
Form ADV 2133289 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.