Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Sarah C

CFP®, Series 63, Series 65

Boston, MA

Santander Securities LLC

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Yan A

Series 63, Series 65

Brooklyn, NY

Santander Securities LLC

Yan Agrachev is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Santander Bank, NA since 2006 and held prior roles at Essex National Securities, LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based planning, and access to securities-based lending and insurance products.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Paul K

Series 66

Freehold, NJ

Santander Securities LLC

Paul Kuleska is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has nine years of industry experience and has previously worked at PNC Investments, Capital One Advisors, and Cetera Investment Services among other firms. Outside of his advisory role, he assists with maintenance of a rental property owned by his spouse. 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.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Naima B

Series 63, Series 65

Peabody, MA

Santander Securities LLC

Naima Bensassi is a financial advisor with Santander Securities LLC in Peabody, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Santander Securities since 2017 and at Santander Bank, NA since 2005. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily through the FMAX wrap-fee platform and supports clients including individuals, ERISA and IRA accounts, and institutional entities.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Daniel B

Series 65, Series 66

Brooklyn, NY

Santander Securities LLC

Daniel Bermiss is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, HSBC Securities (USA) Inc., and BNY Mellon Securities Corporation. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm offers investment advisory services, portfolio management via wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Paul M

Series 63, Series 65

Belmont, MA

Santander Securities LLC

Paul Melanson is a financial advisor at Santander Securities LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizes service through an extensive branch and advisor network.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Christopher M

Series 66

Boston, MA

Santander Securities LLC

Christopher Mc Donough is a financial advisor with Santander Securities LLC in Boston, MA, holding a Series 66 designation and 12 years of industry experience. He has worked at Santander Securities since 2016, with prior experience at Investors Capital Corp and Cetera Advisors LLC. He is also affiliated with Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability and compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Andrew B

Series 63, Series 65

Manalapan, NJ

Santander Securities LLC

Andrew Bernal is a financial advisor with Santander Securities LLC in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Bernal has worked at Santander Securities, LLC and Santander Bank, NA since 2014. 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 offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Jason R

Series 63, Series 65

Wakefield, RI

Santander Securities LLC

Jason Rosenberg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2017, and prior to that was with CCO Investment Services Corp. His career has been focused within the Santander organization for the past several years. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized service team.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Seth T

CFP®, Series 63, Series 66

Garwood, NJ

Santander Securities LLC

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Eli A

Series 63, Series 65

Staten Island, NY

Santander Securities LLC

Eli Acevedo is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, J.P. Morgan Securities, and JP Morgan Chase Bank. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing suitability reviews.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Vanessa R

CFP®, Series 66

Miami, FL

Santander Securities LLC

Vanessa Rose Voge is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at JPMorgan Chase Bank, JPMorgan Securities, Edward Jones, and CitiBank. Santander Securities LLC provides investment advisory services and portfolio management primarily to retail clients, including individuals and institutional accounts, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment management through wrap-fee programs and emphasizes affiliated banking relationships and sweep-program compensation.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Nuzhat Naz K

Series 63, Series 65

Manalapan, NJ

Santander Securities LLC

Nuzhat Naz Khan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Santander Securities since 2015 and has worked at Santander Bank, NA since 2004. Khan is also a notary public in Manalapan, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform that utilizes third-party investment managers and centralized implementation.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Andrew B

Series 63, Series 66

Brookline, MA

Santander Securities LLC

Andrew Bruno is a financial advisor at Santander Securities LLC with six years of industry experience. He holds Series 63 and Series 66 registrations and has been with Santander Securities since 2019. Prior to that, he worked at Santander Bank, NA beginning in 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 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.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Kevin K

Series 63, Series 65

West Hartford, CT

Santander Securities LLC

Kevin Kazlauskas is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2000. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability reviews.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Tugba P

Series 63, Series 65

Lexington, MA

Santander Securities LLC

Tugba Pasaogullari is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group and J.P. Morgan Securities LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multi-strategy investment platforms and affiliated banking relationships.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Charlie C

Series 63, Series 65

Conshohocken, PA

Santander Securities LLC

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Carlton C

Series 66

Brooklyn, NY

Santander Securities LLC

Carlton Coleman is a financial advisor at Santander Securities LLC with a Series 66 credential and two years of industry experience. He has previously worked at J.P. Morgan Securities and UBS Financial Services Inc. Carlton is based in Jamaica, NY. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting via its clearing custodian.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Walter K

Series 63, Series 65

Manalapan, NJ

Santander Securities LLC

Walter Kukowski is a financial advisor at Santander Securities LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Outside of his advisory role, he manages a rental property in Hoboken, New Jersey. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
user avatar
firm logo

Maria F

Series 66

Miami, FL

Santander Securities LLC

Maria Ferreira Da Silva Dias is a financial advisor at Santander Securities LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Brasil Plural Securities LLC and Brasil Plural Investment Advisor LLC. Based in Miami, FL, she has been with Santander International Private Banking since 2024 and joined Santander Securities LLC in 2026. 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 offers investment advisory services and portfolio management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary investment managers and providing access to insurance products and securities-based lending.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)