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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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