Dylan
Souter

Santander Securities LLC

CRD#6831400
Investment Advisor
in Boston, MA

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About this Advisor

Dylan Souter is a financial advisor working out of Boston, Massachusetts with a total of 4 years of relevant experience. Souter works at Santander Securities LLC. Throughout their career, they have worked at Alford Lake Camp, Rudys Of The Cape, Northwestern Mutual Investment Services LLC, Paul J Driscoll, Global Atlantic Financial Group, Student, Santander Bank, Na and Santander Securities, LLC. Souter maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Massachusetts. Santander Securities LLC is a company that has its headquarters in Dorchester, MA. The investment advisory business has offices in 478 locations and a total of 530 financial advisors. It controls $2 billion in assets under management between its 9,808 accounts, making it one of the largest firms in the nation by assets under management. The firm serves four charitable organizations. Santander Securities LLC has 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. Financial advisory fee schedules usually depend on which services are provided. However, fees billed by Santander Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

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

885 Boylston Street
Boston, MA 02116

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Santander Securities LLC Brokerage Details

Total Assets Under Management

$1,848,708,275

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

530

MA Average: 118
Total Number of Accounts

9,808

MA Average: 4,567
Average Account Size

$188,490

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

Dylan Souter Work History

Dylan has been registered as a financial advisor for 4 years.*

2023 - Present (1 year)

Santander Securities, LLC

2019 - Present (5 years)

Santander Bank, Na

2019 - 2023 (4 years)

Santander Securities, LLC

2018 - 2019 (1 year)

Northwestern Mutual Investment Services LLC

2018 - 2019 (1 year)

Paul J Driscoll

2017 - 2018 (1 year)

Global Atlantic Financial Group

2015 - 2015 (< 1 year)

Rudys Of The Cape

2014 - 2014 (< 1 year)

Alford Lake Camp

2013 - 2017 (4 years)

Student

2006 - 2013 (7 years)

Student

*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 Dylan Souter 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

Joseph Lagner
Norwell, MA
Joseph Talty
Garwood, NJ
John Acevedo
Florham Park, NJ
Jeffrey Weiner
Dorchester, MA
Robert Byrne
Dorchester, MA
Dennis Alicea
Parsippany, NJ
Keith Mayer
Cambridge, MA
Christopher Morra
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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