Anna
Carroll
Santander Securities LLC
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About this Advisor
Anna Carroll is a financial advisor operating in Dorchester, Massachusetts with a total of 7 years of industry experience. Carroll is currently employed by Santander Securities LLC. Throughout their career, Carroll has worked at J.P. Morgan Securities LLC, Santander Securities, LLC and Santander Bank, Na. Carroll holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts and Vermont. Santander Securities LLC is a company headquartered in Dorchester, MA. The firm has offices in 478 locations and a total of 530 advisors. It controls $2 billion in assets among its 9,808 accounts, placing it among the largest firms in the country by assets under management. The firm serves four charities and foundations. Santander Securities LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees charged 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
Anna Carroll Work History
Anna has been registered as a financial advisor for 7 years.*
Santander Securities, LLC
Santander Bank, Na
Santander Securities, LLC
J.P. Morgan Securities LLC
*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 Anna Carroll 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
Dorchester, MA
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Cambridge, MA
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Dorchester, MA
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Florham Park, NJ
Dorchester, MA
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