Daniel Bermiss is a financial advisor with Santander Securities LLC in Brooklyn, NY, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, and Santander Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, 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 via the FMAX wrap-fee platform and operates both as a registered investment adviser and a FINRA-registered broker-dealer.

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.