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Boston, MA State Street Office

Team
Updated today

Client AUM

$2,852,129,822

Clients

10,832

Advisors

40

Of 160 advisors across 68 offices

Location

75 State Street

Boston MA 02109

Advisors at this office

40

Advisors at this office

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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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