Robert
Byrne

Santander Securities LLC

CRD#2159241
Investment Advisor
in Dorchester, MA

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About this Advisor

Robert Byrne is a financial advisor working in Dorchester, Massachusetts with 4 years of relevant experience. Byrne is an employee of Santander Securities LLC. Over the course of their career, they have held roles at Santander Securities, LLC, Citizens Securities, Inc and Santander Bank, Na. Byrne holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in Massachusetts. Santander Securities LLC is a registered investment firm based out of Dorchester, MA. The company has offices in 478 locations and a total of 530 employees. It oversees $2 billion in assets between its 9,808 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves four charities and foundations. The advisory firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. 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

2 Morrissey Boulevard Suite 3A
Dorchester, MA 02125

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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

Robert Byrne Work History

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

2019 - Present (5 years)

Santander Securities, LLC

2019 - Present (5 years)

Santander Bank, Na

2014 - 2019 (5 years)

Citizens Securities, Inc

2013 - 2014 (1 year)

Santander Securities, LLC

*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 Robert Byrne 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

John Russo
Caldwell, NJ
Luis Zapata
Miami, FL
Christopher Morra
Dorchester, MA
Jason Tarr
Poland, OH
Robert Byrne
Dorchester, MA
Justin Walsh
Dorchester, MA
Jeffrey Weiner
Dorchester, MA
Julie Makrigianis
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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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.

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