Andrew
Morehouse

Santander Securities LLC

CRD#5159765
Investment Advisor
in Pembroke, MA

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About this Advisor

Andrew Morehouse is a financial advisor based in Pembroke, Massachusetts, working with Santander Securities LLC. Andrew has previously held positions at Ing, Ing Financial Partners, Inc, Voya Financial, Voya Financial Advisors, Santander Bank, Na, and Santander Securities, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Andrew is part of Santander Securities LLC, which operates out of Pembroke, Massachusetts. The firm has 417 offices and 478 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Santander Securities LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

175 Centre Street
Pembroke, MA 02359

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Santander Securities LLC Brokerage Details

Total Assets Under Management

$2,130,323,875

MA Average: $16,012,751,954
Total Number of Employees

478

MA Average: 118
Total Number of Accounts

9,813

MA Average: 4,567
Average Account Size

$217,092

MA Average: $3,506,186

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

Andrew Morehouse Work History

2022 - Present (2 years)

Santander Securities, LLC

2019 - Present (5 years)

Santander Bank, Na

2019 - 2022 (3 years)

Santander Securities, LLC

2014 - 2019 (5 years)

Voya Financial

2014 - 2019 (5 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing

2011 - 2014 (3 years)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Andrew Morehouse 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

Kelly Cooper
Fairhaven, MA
Santiago Bonells
Miami, FL
Thomas Morelli
Englishtown, NJ
Hari Sharma
Trenton, NJ
Anthony Acosta
Belleville, NJ
Jeffrey Silvieus
Conshohocken, PA
Patrick Lospennato
Beverly, MA
John Cylc
Cherry Hill, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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