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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

20 advisors near New York, NY

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Yan A

Series 63, Series 65

Brooklyn, NY

Santander Securities LLC

Yan Agrachev is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander Securities and Santander Bank since 2006. 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 a range of advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary management and ongoing oversight.

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

Series 65, Series 66

Brooklyn, NY

Santander Securities LLC

Daniel Bermiss is a financial advisor with Santander Securities LLC, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at J.P. Morgan Securities from 2014 to 2023 and TIAA-CREF from 2023 to 2025. He is currently based in Brooklyn, NY. 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, financial planning, tax and values overlay services, and securities-based lending, delivering advice through a managed-account platform with third-party investment managers and centralized client service.

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

Series 63, Series 65

Bronx, NY

Santander Securities LLC

August Miele is a financial advisor at Santander Securities LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2013. 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, delivering investment advice through a managed-account platform with ongoing compliance and suitability oversight.

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

CFP®, Series 63, Series 65

Staten Island, NY

Santander Securities LLC

Safet Musovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His prior experience includes roles at CitiGroup, LPL Financial, Northfield Bank, and Capital One Investing. Outside of his advisory work, he is involved as an owner of a rental property business in Newark, 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 with 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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Jonathan O

Series 63, Series 66

Brooklyn, NY

Santander Securities LLC

Jonathan Ocampo is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup Global Markets, TD Bank N.A., and Santander Bank. His current tenure at Santander Securities LLC began in 2016 with a recent return in 2026. 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 delivered through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

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

Series 63, Series 66

Brooklyn, NY

Santander Securities LLC

Alexander Russo is a financial advisor at Santander Securities LLC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Citigroup, Cetera, HSBC, and JPMorgan Securities. 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, delivering investment advice through a managed-account platform with third-party managers and emphasizes a broad retail and institutional client focus supported by an extensive branch and advisor network.

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

Series 63, Series 65

Staten Island, NY

Santander Securities LLC

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. 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 programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

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

Series 63, Series 66

Staten Island, NY

Santander Securities LLC

Ernest Lubonja is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at Santander Securities and Santander Bank, NA, and is also involved with Public Partnerships, LLC as a consumer-directed personal assistant. Santander Securities LLC provides investment advisory and related services to a broad mix of clients, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing compliance oversight.

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

Series 66

New York, NY

Santander Securities LLC

Matthew Nurnberger is a financial advisor with Santander Securities LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Village Bank and LPL Financial. Santander Securities LLC provides investment advisory 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 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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Anthony A

Series 63, Series 65

Elizabeth, NJ

Santander Securities LLC

Anthony Acosta is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Santander Securities and Santander Bank since 2017 and previously at TD Bank. Outside of his advisory role, he is involved with Lake Mohawk Country Club. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans, offering wrap-fee advisory programs and financial planning services. The firm utilizes a managed-account platform with third-party investment managers and provides ongoing suitability reviews and compliance oversight.

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

Series 63, Series 66

Newark, NJ

Santander Securities LLC

Brian Duarte is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and over a decade of experience in the financial industry. He has been with Santander Securities since 2017 and has worked at Santander Bank, NA since 2013. Santander Securities LLC offers wrap-fee advisory programs and services to individual and corporate clients, utilizing a multi-advisor platform with discretionary management by third-party investment managers and access to Fidelity FMAX portfolios. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

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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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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Steven K

Series 63, Series 66

Staten Island, NY

Santander Securities LLC

Steven Kashubo is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank in various roles since 2013. 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 a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizing ongoing suitability reviews and compliance oversight.

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

Series 66

Linden, NJ

Santander Securities LLC

Kevin Cave is a financial advisor with Santander Securities LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Santander Securities and Santander Bank since 2009. Outside of his financial career, he serves as Treasurer of the Great Dane Club of Raritan Valley, a local dog club. 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 financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing compliance oversight.

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

Series 63, Series 65

Forest Hills, NY

Santander Securities LLC

Peter Costa is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Capital One Investing, Legend Securities, and Santander Bank. Costa is currently based in Flushing, 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 the FMAX managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

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

Series 63, Series 66

Elizabeth, NJ

Santander Securities LLC

Juan Giraldo is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Provident Bank and Cetera Investment Services. Giraldo is based in Newark, 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 uses the FMAX managed-account platform, delivering investment advice through third-party managers with discretionary portfolio management.

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

Series 63, Series 65

Brooklyn, NY

Santander Securities LLC

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Santander Securities since 2012 and has been affiliated with Santander Bank, N.A. since 2006. Santander Securities LLC provides investment advisory and related services to a broad mix of clients, including individual investors, corporations, charitable organizations, retirement plans, and other 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 an implementation manager handling portfolio rebalancing.

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