Justin
Walsh

Santander Securities LLC

CRD#2573989
Investment Advisor
in Dorchester, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Justin Walsh is a financial advisor who works in Dorchester, Massachusetts with 4 years of industry experience. Walsh works at Santander Securities LLC. During their career, the advisor has held roles at Td Private Client Wealth LLC, Td Bank, N.A, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Powertrack, Santander Bank, Na and Santander Securities, LLC. Walsh has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts and Rhode Island. Santander Securities LLC is a financial advisory company headquartered in Dorchester, MA. The investment advisory business has offices in 478 locations and a total of 530 employees. It controls $2 billion in assets across its 9,808 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises four charities and foundations. 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. A financial advisor's fees are based on the services offered. Fee types billed by Santander Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

2 Morrissey Boulevard Suite 3A
Dorchester, MA 02125

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Justin Walsh Work History

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

2019 - Present (5 years)

Santander Bank, Na

2019 - Present (5 years)

Santander Securities, LLC

2019 - 2019 (< 1 year)

Powertrack

2015 - 2019 (4 years)

Tiaa

2015 - 2019 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2015 (2 years)

Td Private Client Wealth LLC

2013 - 2015 (2 years)

Td Bank, N.A

*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 Justin Walsh 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

Michael Tuomala
Worcester, MA
Joseph Baganski
Warminster, PA
Jason Tarr
Poland, OH
Syuzanna Petrosyan
Johnston, RI
Robert Byrne
Dorchester, MA
Tisha Evans
Dorchester, MA
Julie Makrigianis
Florham Park, NJ
Keith Mayer
Cambridge, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started