Conshohocken, PA Ridge Pike Office

Team
Updated today

Client AUM

$2,852,129,822

Clients

10,832

Advisors

14

Of 160 advisors across 68 offices

Location

625 Ridge Pike, Bldg E, Suite 207

Conshohocken PA 19428

Advisors at this office

14

Advisors at this office

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Charlie C

Series 63, Series 65

Conshohocken, PA

Santander Securities LLC

Charlie Cho is a financial advisor at Santander Securities LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, Key Investment Services, KeyBank, Wells Fargo, and Hartford Insurance Co. Cho is based in York, PA. 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 advisory programs and financial planning services, delivering investment 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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Shanor H

Series 63, Series 65

Conshohocken, PA

Santander Securities LLC

Shanor Hawkins is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Santander Securities LLC since 2022 and previously spent 17 years at Citizens Investment Services Corp. Hawkins is part owner of Wealth Hawkins Group LLC, an entity created for owning real estate unrelated to his investment advisory work. 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 financial planning services through a managed-account platform with third-party investment managers and centralized support.

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

CFP®, ChFC®, Series 63, Series 66

Conshohocken, PA

Santander Securities LLC

Joseph Braut is a financial advisor with Santander Securities LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Merrill Lynch. He has longstanding involvement with Genworth and John Hancock related to long-term insurance trails. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm’s investment management is delivered largely through the FMAX wrap-fee platform, which includes third-party discretionary managers and offers various overlay and ESG model options.

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

Series 66

Conshohocken, PA

Santander Securities LLC

Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. 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, 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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Rita C

Series 63, Series 66

Conshohocken, PA

Santander Securities LLC

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. 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 centralized client support.

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

Series 66

Conshohocken, PA

Santander Securities LLC

Justin Mc Nicholas is a financial advisor with Santander Securities LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Legacy Planning Partners, Minnesota Life Insurance Co., and Securian Financial Services. Outside of his advisory work, he is involved in managing non-investment related rental properties. 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 various advisory programs and financial planning services, utilizing 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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Waheed G

Series 66

Conshohocken, PA

Santander Securities LLC

Waheed Gbadamosi is a financial advisor at Santander Securities LLC with a Series 66 designation and four years of industry experience. His background includes roles at Citizens Securities, Inc., NYLIFE Securities LLC, and Santander Bank, NA. He serves as a Supply Specialist in the United States Army National Guard. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, utilizing a range of third-party discretionary investment managers and an affiliated banking relationship.

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

Series 63, Series 66

Conshohocken, PA

Santander Securities LLC

Brian Ruht is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2016 to 2017. 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 goal-based financial planning, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

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

Series 63, Series 65

Conshohocken, PA

Santander Securities LLC

Christopher Reazor is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. 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 financial planning services, delivering investment advice through a managed-account platform with third-party model managers and centralized implementation.

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

Series 66

Conshohocken, PA

Santander Securities LLC

Nico Sethi is a Series 66-licensed financial advisor at Santander Securities LLC with 14 years of industry experience. He has worked at Santander Securities and Santander Bank since 2015. Outside of his advisory role, he serves as Treasurer and Executive Board Member for the Reserve at Northampton Community Association. 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 programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

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

Series 63, Series 66

Conshohocken, PA

Santander Securities LLC

James Todd is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses with three years of industry experience. He has been with Santander Securities and Santander Bank since 2022, and previously worked at Lowe’s and Midway Bowling. 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 access to securities-based lending and insurance products, primarily serving individuals, 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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Patrick A

Series 66

Conshohocken, PA

Santander Securities LLC

Patrick Aitcheson is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities and Santander Bank, NA. He is currently based in Newtown, PA. Santander Securities LLC provides investment advisory services to a diverse client base, 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 managers and centralized client support.

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

Series 63, Series 65

Conshohocken, PA

Santander Securities LLC

Christopher Vorgity is a financial advisor with Santander Securities LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. His prior roles include positions at DoorDash, Citizens Securities Inc., and Citizens Bank. Santander Securities LLC provides investment advisory services to a diverse client base including individuals, 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 providing ongoing compliance and suitability reviews.

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

Series 66, Series 63

Conshohocken, PA

Santander Securities LLC

Muhammad Sheikh is a financial advisor with Santander Securities LLC in Conshohocken, PA, holding Series 63 and Series 66 designations and three years of industry experience. His background includes roles at Santander Bank, JP Morgan Chase, Lasership, and Bleu Cafe. Outside of advisory work, he is a licensed notary. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm employs third-party discretionary managers and provides clients 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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