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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
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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
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Roger F

Series 63, Series 66

Boston, MA

Santander Securities LLC

Roger Foster is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Santander Securities since 2016 and is also involved with Abundance in Action, contributing to the creation of a deck of cards with positive affirmations. Additionally, Foster pursues artistic activities under his own business, creating and displaying art. Santander Securities LLC provides investment advisory 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 discretionary management and ongoing suitability reviews.

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

Series 66

Boston, MA

Santander Securities LLC

Brian Larkin is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander Securities and Santander Bank since 2018. 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 access to securities-based lending, delivering investment advice through a 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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Patrick M

Series 63, Series 66

Boston, MA

Santander Securities LLC

Patrick Mc Guire is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the Foxborough Public Schools board and acts as an announcer for local high school football games. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers a range of managed account programs and financial planning services, utilizing third-party managers and a centralized implementation platform.

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

Series 65, Series 63, Series 66

Boston, MA

Santander Securities LLC

Carl Hassett is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 65, 63, and 66 licenses and 12 years of industry experience. His career includes multiple roles at Santander Securities and Santander Bank since 2019, as well as seven years with BackpackersUnion.com prior to that. Santander Securities LLC serves a broad retail client base with over $3 billion in regulatory assets under management and approximately 10,800 client relationships. The firm provides investment advisory services, goal-based financial planning, and portfolio management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and maintaining ongoing compliance oversight.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Masar Jashanica is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors with solutions implemented via third-party discretionary managers on the FMAX platform.

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

Series 66, Series 63

Boston, MA

Santander Securities LLC

Tamara Wickramasinghe is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 66 and Series 63 licenses. In addition to her advisory role, she is the managing director of Ecco Zone Inc., a company engaged in the resale of consumer products through the Amazon Marketplace. 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 offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily supporting individual investors, ERISA and IRA accounts, and institutional entities.

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

Series 66, Series 63

Boston, MA

Santander Securities LLC

Matt Donovan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Citizens Securities, Inc., Thrivent Financial, and Thrivent Investment Management Inc. He has worked in the financial services sector across multiple firms 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, and goal-based financial planning, primarily targeting retail investors.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Aaron Foley is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. 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 access to securities-based lending, delivering 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
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Wendy L

Series 63, Series 65

Boston, MA

Santander Securities LLC

Wendy Laranjo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Santander Securities since 2012 and has worked at Santander Bank, NA since 2003. Outside of her advisory role, she owns Outside-In, Inc., a property management and design business, serves as president of a condominium association, and is a board member of the Potter League for Animals. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individuals, 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 investment managers and providing ongoing suitability reviews and compliance oversight.

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

Series 66

Boston, MA

Santander Securities LLC

Andre Habib is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has 36 years of industry experience and has worked at Santander Securities and Santander Bank since 2020, as well as Citizens Securities, Inc. from 2015 to 2020. 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 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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Michael B

Series 63, Series 66

Boston, MA

Santander Securities LLC

Michael Barrett is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citizens Securities Inc, Merrill, and Thomson Reuters. Barrett is based in Smithfield, RI. 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 access to securities-based lending, delivering investment advice through 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 a Series 66 designation and has worked primarily within Santander-affiliated entities, including Santander Bank, NA and Santander Securities, LLC, since 2016. 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 through a managed-account platform that utilizes third-party investment managers and discretionary account management.

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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Luis M

Series 63, Series 66

Boston, MA

Santander Securities LLC

Luis Monteiro is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 designations with 14 years of industry experience. His career includes multiple roles within Santander Securities and Santander Bank dating back to 2018, as well as prior positions at Ameritas Investment Corp and Ameritas Life Insurance Corp. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 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
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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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Scott J

Series 63, Series 65

Boston, MA

Santander Securities LLC

Scott Johnson is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2010. 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, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Carolyn Wilcox is a financial advisor with Santander Securities LLC in Taunton, MA, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with Santander Securities and Santander Bank since 2012. 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, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and centralized service support.

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

Series 63, Series 66

Boston, MA

Santander Securities LLC

Jaime Castro Diaz is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and spent two years at MFS Fund Distributors, Inc. 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 over 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 targeting retail investors.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

John Clark is a financial advisor with Santander Securities LLC in Littleton, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Santander Bank, NA since 2018 and with Santander Securities, LLC since 2015. 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, financial planning, and access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers and an implementation manager.

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

Series 66

Boston, MA

Santander Securities LLC

Steven Ponte is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2015, concurrently working at Santander Bank, NA since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and a centralized customer-service team.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Abdelmagid Alawad is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities and American United Life. Outside of his advisory role, he also works as an Uber driver in a non-investment capacity. 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 managed-account services through a platform with third-party investment managers and emphasizes centralized client service and access to securities-based lending.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Christopher Caron is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes multiple roles within Santander entities since 2017, as well as prior experience at Flagship Harbor Advisors, LLC and LPL Financial, LLC. 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 through the FMAX managed-account platform, featuring third-party investment managers and discretionary account management.

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

Series 63, Series 66

Boston, MA

Santander Securities LLC

Tyler Kramer is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Santander Bank, Bank of America, and Merrill. Outside of his advisory role, he operates the YouTube channel "spendingunder30," where he also edits videos and manages a small secondhand clothing and goods sales business. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management, and financial planning through multi-team platforms. The firm utilizes third-party discretionary managers and provides access to wrap-fee programs and securities-based lending, supported by an affiliated banking relationship.

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

Series 63, Series 66

Boston, MA

Santander Securities LLC

Jacob Scott is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes six years at Scott's Siding & Remodeling. 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, 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, employing third-party discretionary managers and maintaining ongoing suitability and compliance oversight.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Ian Donahue is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017. Outside of his advisory role, he is a commissioned Notary Public in Massachusetts. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily targeting retail investors with diversified account offerings and affiliated banking relationships.

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

CFA®, Series 63, Series 66

Boston, MA

Santander Securities LLC

Nathaniel Lovell is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Santander Securities LLC in Boston, MA. He has been with Santander Securities and its affiliated entities since 2014. Outside of his advisory role, he is involved in sports consulting, coaching, and event management, and serves as At Large Coordinator for Massachusetts Squash, overseeing rules and refereeing for local leagues and tournaments. 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, financial planning, and securities-based lending, delivering investment advice through a 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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Christian G

Series 66

Boston, MA

Santander Securities LLC

Christian Ginolfi is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2017, following brief tenures at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he operates a consulting and sports memorabilia sales business. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm utilizes third-party discretionary managers and offers strategies through the FMAX wrap-fee platform, supporting approximately 10,800 client relationships with $3.14 billion in regulatory AUM.

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

Series 66, Series 63

Boston, MA

Santander Securities LLC

Sofocles Tsimogianis is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Santander Securities LLC across multiple periods since 2017 and has been with Santander Bank, NA since 2016. 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, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, employing third-party discretionary managers and providing ongoing suitability and compliance oversight.

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

Series 63, Series 66

Boston, MA

Santander Securities LLC

Deborah Mota is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with Santander Securities since 2012 and is also affiliated with Santander Bank, NA. Santander Securities LLC offers investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm utilizes a managed-account platform with third-party investment managers and provides services such as wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending.

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

Series 66

Boston, MA

Santander Securities LLC

George Klebart is a financial advisor with Santander Securities LLC in Hartford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial from 2013 to 2020 and has been with Santander Securities since 2020. Klebart is a member of the Exchange Club of Farmington, a nonprofit organization of local business owners focused on community and business support. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and employs a managed-account platform that integrates third-party investment managers and centralized implementation, serving clients primarily on a discretionary basis.

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

Series 65, Series 63

Boston, MA

Santander Securities LLC

Shuxin Wu is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. Wu’s career includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Personal Financial Services LLC, State Street Corporation, and Bank of New York Mellon. Outside of finance, Wu was involved in the restaurant business for nine years with Shabu-Zen Restaurant. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 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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Kevin A

Series 63, Series 66

Boston, MA

Santander Securities LLC

Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Bakhtiar Hussaini is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, with prior experience at Bank of America and Merrill. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships, offering investment advisory services, 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, utilizing third-party discretionary investment 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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Jason B

Series 63, Series 66

Boston, MA

Santander Securities LLC

Jason Bugg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Santander Bank, NA since 2018 and has been with Santander Securities since 2016. Outside of his advisory role, he is the sole owner of Atlas Intelligence, LLC, a company specializing in adverse media monitoring and investigative research. 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, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

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

Series 63, Series 65

Boston, MA

Santander Securities LLC

Christopher Fraine is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Santander Securities since 2017 and previously at VOYA Financial Advisors. Outside of his advisory work, he serves as an Intelligence Operations Officer in the Air National Guard and is a director of Pyramid Cards, an advertising game created by his family. 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 financial planning. The firm primarily works with retail investors and provides investment management through third-party discretionary managers on platforms such as the FMAX wrap-fee program.

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

Series 65, Series 63

Boston, MA

Santander Securities LLC

Scott Palmatier is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 10 years. Outside of his advisory work, he has been a delivery driver for Door Dash since 2021. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management, providing investment advisory, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering a range of third-party managed investment strategies primarily through the FMAX wrap-fee platform.

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

Series 63, Series 66

Boston, MA

Santander Securities LLC

Robert Craig is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked with Santander Securities since 2015 and Santander Bank since 2018. Outside of his advisory role, he serves as a District Commander for the Veterans of Foreign Wars Department of Massachusetts and holds other volunteer positions with the organization and his local town finance committee. Santander Securities LLC serves a wide retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm manages investments via the FMAX wrap-fee platform, incorporating third-party discretionary managers and providing compliance oversight, tax overlays, and ESG model options.

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