Daniel
Norton

Santander Securities LLC

CRD#6442531
Investment Advisor
in Quincy, MA

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About this Advisor

Daniel Norton is a financial advisor based in Quincy, Massachusetts, working with Santander Securities LLC. Daniel has previously held positions at Citizens Bank, Cco Investment Services, Citizens Securities, Inc, Citizens Investment Services, Axa Advisors, LLC, Santander Bank, Na, and Santander Securities, LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Daniel is part of Santander Securities LLC, which operates out of Quincy, 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 63, Series 65

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

1150 Hancock Street
Quincy, MA 02169

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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

Daniel Norton Work History

2022 - Present (2 years)

Santander Securities, LLC

2019 - Present (5 years)

Santander Bank, Na

2019 - 2022 (3 years)

Santander Securities, LLC

2018 - 2019 (1 year)

Axa Advisors, LLC

2016 - 2018 (2 years)

Citizens Investment Services

2014 - 2016 (2 years)

Cco Investment Services

2014 - 2018 (4 years)

Citizens Securities, Inc

2010 - 2014 (4 years)

Citizens Bank

Disclosures

Please visit the SEC profile of Daniel Norton 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

Jeffrey Silvieus
Conshohocken, PA
Santiago Bonells
Miami, FL
Jesus Corao Guma
Miami, FL
Kelly Cooper
Fairhaven, MA
Andrew Bernal
Englishtown, NJ
Patrick Lospennato
Beverly, MA
Hari Sharma
Trenton, 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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