Santander Securities

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.

Yan Agrachev is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Santander Bank, NA since 2006 and held prior roles at Essex National Securities, LLC. 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 provides investment advisory services, portfolio management through wrap-fee programs, goal-based planning, and access to securities-based lending and insurance products.

Paul Kuleska is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has nine years of industry experience and has previously worked at PNC Investments, Capital One Advisors, and Cetera Investment Services among other firms. Outside of his advisory role, he assists with maintenance of a rental property owned by his spouse. 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, and access to securities-based lending and insurance products.

Naima Bensassi is a financial advisor with Santander Securities LLC in Peabody, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Santander Securities since 2017 and at Santander Bank, NA since 2005. 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, 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 and supports clients including individuals, ERISA and IRA accounts, and institutional entities.

Daniel Bermiss is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, HSBC Securities (USA) Inc., and BNY Mellon Securities Corporation. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm offers investment advisory services, portfolio management via wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Paul Melanson is a financial advisor at Santander Securities LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. 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, utilizing a managed-account platform with third-party investment managers and emphasizes service through an extensive branch and advisor network.

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.

Andrew Bernal is a financial advisor with Santander Securities LLC in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Bernal has worked at Santander Securities, LLC and Santander Bank, NA since 2014. 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.

Jason Rosenberg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2017, and prior to that was with CCO Investment Services Corp. His career has been focused within the Santander organization for the past several years. 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 third-party managers and a centralized service team.

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. 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 manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

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.

Vanessa Rose Voge is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at JPMorgan Chase Bank, JPMorgan Securities, Edward Jones, and CitiBank. Santander Securities LLC provides investment advisory services and portfolio management primarily to retail clients, including individuals and institutional accounts, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment management through wrap-fee programs and emphasizes affiliated banking relationships and sweep-program compensation.

Nuzhat Naz Khan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Santander Securities since 2015 and has worked at Santander Bank, NA since 2004. Khan is also a notary public in Manalapan, 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 that utilizes third-party investment managers and centralized implementation.

Andrew Bruno is a financial advisor at Santander Securities LLC with six years of industry experience. He holds Series 63 and Series 66 registrations and has been with Santander Securities since 2019. Prior to that, he worked at Santander Bank, NA beginning in 2016. 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 provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Kevin Kazlauskas is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2000. 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 investment managers and ongoing suitability reviews.