Santander Securities is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 17, 2026, reports $3.1B in regulatory assets under management, 449 employees, 417 offices, and 11,152 accounts.
Assets Under Management
$3.1B
Employees
449
Offices
417 offices
Total Clients
11,124
Primary office
BOSTON, MA
75 STATE STREET, MAIL CODE: MA-SST-INV3, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.4% of total clients.
Top client categories% of clientsClients
1
Individuals
97.4%
10,832
2
Irrevocable Trusts/Estates
2.2%
249
3
Corporations
0.4%
41
Additional categories (<0.1%)
Charitable<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of April 17, 2026
Discretionary100.0%
$3.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.1B
Total Accounts11,152
10Y AUM Change+$2.5B (+415.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees449
Clients per Employee25:1
10Y Employee Change-276 (-38.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.