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Chrysta G

Series 63, Series 65

Manchester, NJ

Santander Securities LLC

Chrysta Grampp is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Santander Securities since 2012 and is also associated with Santander Bank, NA. 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 wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and ongoing compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Neal M

Series 66

Boston, MA

Santander Securities LLC

Neal Mc Kenna is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has worked in various roles within Santander and prior firms including TD Ameritrade and Banc of America Investment Services. He 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 about 10,800 client relationships. The firm provides 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
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Ronald D

Series 63, Series 65

Abington, MA

Santander Securities LLC

Ronald De Feo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2004. 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 wrap-fee advisory programs and financial planning services through a managed-account platform, with a notable affiliation to Santander Bank, N.A.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Naim C

Series 63, Series 66

Salem, NH

Santander Securities LLC

Naim Cukovic is a financial advisor at Santander Securities LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Private Client Wealth LLC, TD Bank N.A., and TD Waterhouse Investor Services Inc. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individual investors, ERISA and IRA accounts, and institutional entities, delivering investment management primarily via the FMAX wrap-fee platform with third-party discretionary managers.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Michael T

Series 66

Boston, MA

Santander Securities LLC

Michael Tuomala is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2014, following prior experience at Santander Bank, NA. 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 delivers investment advice through a managed-account platform with third-party investment managers, supported by a centralized customer-service team and affiliation with Santander Bank.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Justin M

Series 66

Conshohocken, PA

Santander Securities LLC

Justin Mc Nicholas is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding a Series 66 credential and nine years of industry experience. His career includes prior roles at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he serves as an agent for a real estate management 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 offers access to third-party discretionary managers via platforms such as the FMAX wrap-fee program, primarily targeting retail investors, and operates as both a registered investment adviser and broker-dealer with affiliated banking relationships.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Connor M

Series 63, Series 66

Fairhaven, MA

Santander Securities LLC

Connor March is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been associated with Santander Securities since 2016 and Santander Bank since 2015. 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 access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers overseeing portfolios and an implementation manager handling rebalancing and compliance.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Brian D

Series 63, Series 66

Parsippany, NJ

Santander Securities LLC

Brian Duarte is a financial advisor at Santander Securities LLC in Parsippany, NJ, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Santander Securities since 2017 and has worked at Santander Bank, NA since 2013. 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, goal-based financial planning, and access to securities-based lending and insurance products, primarily targeting individual, ERISA, IRA, and institutional clients.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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John A

Series 63, Series 65

Secaucus, NJ

Santander Securities LLC

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. 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 wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Pedro R

Series 66

Miami, FL

Santander Securities LLC

Pedro Rodriguez is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is also president of a family real estate entity. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing suitability reviews and compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Luis M

Series 63, Series 66

Boston, MA

Santander Securities LLC

Luis Monteiro is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2018, with earlier roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers and offers ongoing suitability, compliance oversight, and ESG model options.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Syuzanna P

Series 63, Series 66

Boston, MA

Santander Securities LLC

Syuzanna Petrosyan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has worked with Santander Securities and Santander Bank since 2014. 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, and goal-based financial planning. The firm supports individuals, ERISA and IRA accounts, and institutional clients, delivering investment management primarily through the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Rahul R

Series 63, Series 66

Boston, MA

Santander Securities LLC

Rahul Rana is a financial advisor at Santander Securities LLC in Boston, MA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several financial firms including Bank of America, Merrill, and Wells Fargo. Rahul has been with Santander Securities and Santander Bank since 2021. 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, primarily serving retail investors.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Luis Z

Series 63, Series 65

Miami, FL

Santander Securities LLC

Luis Zapata is a financial advisor with Santander Securities LLC in Miami, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Santander Securities since 2019 and has experience with HSBC Securities and HSBC Private Bank International from 2014 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm offers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing compliance oversight and optional tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Steven R

Series 63, Series 66

Brooklyn, NY

Santander Securities LLC

Steven Radinsky is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Santander Securities since 2012, as well as Santander Bank, N.A. since 2006. 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 various wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers and an implementation manager.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Waheed G

Series 66

Conshohocken, PA

Santander Securities LLC

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Scott J

Series 63, Series 65

Boston, MA

Santander Securities LLC

Scott Johnson is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities since 2012, with prior experience at Banc of America Investment Services and Quick & Reilly. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, managing approximately $3.14 billion in assets across more than 10,800 client relationships.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Scott L

Series 63, Series 65

Newton, MA

Santander Securities LLC

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. 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 managers and ongoing compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Diane R

Series 66

Scotch Plains, NJ

Santander Securities LLC

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Carl L

Series 63, Series 65

Parsippany, NJ

Santander Securities LLC

Carl Libert is a financial advisor at Santander Securities LLC with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Santander Securities and Santander Bank since 2008. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning primarily for retail investors, utilizing a platform co-sponsored by Fidelity Institutional Wealth Adviser and third-party discretionary managers.

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