Kelly
Cooper

Santander Securities LLC

CRD#4637347
Investment Advisor
in Fairhaven, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kelly Cooper is a financial advisor based in Fairhaven, Massachusetts, working with Santander Securities LLC. Kelly has previously held positions at Santander Bank, Na and Santander Securities, LLC. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Kelly is part of Santander Securities LLC, which operates out of Fairhaven, 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

125 Huttleston Avenue
Fairhaven, MA 02719

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

$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

Kelly Cooper Work History

2022 - Present (2 years)

Santander Securities, LLC

2014 - Present (10 years)

Santander Bank, Na

2014 - 2022 (8 years)

Santander Securities, LLC

Disclosures

Please visit the SEC profile of Kelly Cooper 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

Keith Mayer
Cambridge, MA
Jeffrey Silvieus
Conshohocken, PA
Bakhtiar Hussaini
Framingham, MA
Matthew Smith
Boston, MA
Hari Sharma
Trenton, NJ
Kelly Cooper
Fairhaven, MA
Patrick Lospennato
Beverly, MA
Anthony Acosta
Belleville, 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.

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