J Severin
Bergeron
Santander Securities LLC
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About this Advisor
J Severin Bergeron is a financial advisor working out of Dorchester, Massachusetts who has 6 years of relevant experience. Bergeron is an advisor for Santander Securities LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Axa Advisors, LLC, State Of Connecticut, Bank Of America, N.A, Santander Securities, LLC and Santander Bank, Na. Bergeron has Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Massachusetts and Rhode Island. Santander Securities LLC is an advisory company operating out of Dorchester, MA. It has offices in 478 locations and a total of 530 employees. It controls $2 billion in assets under management between its 9,808 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves four charities and foundations. The advisory firm performs 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 largely depend on the type of services offered. Fee types 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
J Severin Bergeron Work History
J Severin has been registered as a financial advisor for 6 years.*
Santander Securities, LLC
Santander Bank, Na
Santander Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Axa Advisors, LLC
State Of Connecticut
*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 J Severin Bergeron 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
Worcester, MA
Cambridge, MA
Poland, OH
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Dorchester, MA
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Florham Park, NJ
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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