Rafael
Cruz
Santander Securities LLC
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About this Advisor
Rafael Cruz is a financial advisor who works out of Miami, Florida with a total of 1 year of industry experience. Cruz is currently employed by Santander Securities LLC. Their career trajectory has included roles at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Global Arena Capital Corp, Infinity Sales Group, Rockwell Global Capital, LLC, Clark Dodge & Company Inc, Td Ameritrade, Amerant Investments, Inc, Santander Bank, Na and Santander Securities, LLC. Cruz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Santander Securities LLC is a financial advisory business that has its headquarters in Dorchester, MA. The firm has offices in 478 locations and a total of 530 employees. It has $2 billion in assets under management between its 9,808 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to four charities and foundations. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on the services offered. Fees 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
Rafael Cruz Work History
Rafael has been registered as a financial advisor for 1 years.*
Santander Securities, LLC
Santander Bank, Na
Santander Securities, LLC
Amerant Investments, Inc
Td Ameritrade
Global Arena Capital Corp
Infinity Sales Group
Rockwell Global Capital, LLC
Clark Dodge & Company Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
*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 Rafael Cruz 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
Miami, FL
Worcester, MA
Garwood, NJ
Florham Park, NJ
Dorchester, MA
Dorchester, MA
Cambridge, MA
Dorchester, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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