Stuart
Bernstein
Santander Securities LLC
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About this Advisor
Stuart Bernstein is a financial advisor operating out of Dorchester, Massachusetts with a total of 2 years of relevant experience. Bernstein is an employee of Santander Securities LLC. During their career, the advisor has held roles at Union Bank, Unionbanc Investment Services, Santander Securities, LLC and Santander Bank, Na. Bernstein has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Santander Securities LLC is a business that has its headquarters in Dorchester, MA. It has offices in 478 locations and a total of 530 people on staff. It has $2 billion in assets under management between its 9,808 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves four charities and foundations. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually depend on which service is provided. However, fee types billed by Santander Securities LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Santander Securities LLC Brokerage Details
$1,848,708,275
530
9,808
$188,490
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stuart Bernstein Work History
Stuart has been registered as a financial advisor for 2 years.*
Santander Securities, LLC
Santander Bank, Na
Unionbanc Investment Services
Union Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stuart Bernstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Santander Securities
Caldwell, NJ
Dorchester, MA
Florham Park, NJ
Poland, OH
Dorchester, MA
Norwell, MA
Florham Park, NJ
Cambridge, MA
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