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Matthew Wegryn

Advisor at Santander Securities LLC — Somerset, NJ

Updated today

Credentials

Series 63, Series 66

Experience

8 years

Location

Somerset, NJ

Santander Securities LLC logo

Santander Securities LLC

Multi-team

Total advisors

160

Across 68 offices

Clients per advisor

68 High

Avg AUM per client

$263,306 Very Low

HNW client ratio

0% Very Low

About

Matthew Wegryn is a financial advisor with Santander Securities LLC based in Somerset, NJ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Foresters Financial Services. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Client services

Based on Santander Securities LLC

Financial planning Portfolio management Selection of other advisers
Sponsor to 3rd-party wrap fee program(s) offered by custodian's (nfs) advisory platform

Expertise

Based on Santander Securities LLC

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning

Occupation focus

Based on Santander Securities LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $49,999.99: 1.30% $50,000 - $249,999.99: 1.25% $250,000 - $499,999.99: 1.20% $500,000 - $999,999.99: 1.13% $1,000,000 - $1,999,999.99: 0.93% $2,000,000 - $2,999,999.99: 0.88% $3,000,000 - $4,999,999.99: 0.83% $5,000,000 - $9,999,999.99: 0.78% $10,000,000+: 0.68%

Other

Account minimum: $25,000

Location

See office

Somerset, NJ

Somerset NJ

Advisors at this office

1

Most active in

New Jersey

Work history

8 years of industry experience

Santander Bank, NA

2023 - Present • 3 years

Boston, MA

Santander Securities, LLC

2023 - Present • 3 years

Boston, MA

Wells Fargo Bank, NA

2019 - 2023 • 4 years

Kendall Park, NJ

Wells Fargo Clearing Services, LLC

2019 - 2023 • 4 years

Kendall Park, NJ

Foresters Financial Services

2018 - 2019 • 1 year

Iselin, NJ

Foresters Financial Services

2017 - 2018 • 1 year

Iselin, NJ

Unemployed

2017 - 2017 • 1 year

Cranford, NJ

Adp

2016 - 2017 • 1 year

Parsippany, NJ

New York Life Insurance

2016 - 2016 • 1 year

Edison, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
user avatar

Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
user avatar

Danny S

Series 65

Scotch Plains, NJ

New Street Advisors Group LLC

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Real estate investing
user avatar

Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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