Sumeet
Malhotra
Santander Securities LLC
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About this Advisor
Sumeet Malhotra is a financial advisor based in Andover, Massachusetts, working with Santander Securities LLC. Sumeet has previously held positions at Santander Bank Na, Citizens Securities, Inc, Citizens Bank, Santander Bank, Na, and Santander Securities, LLC. Sumeet has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Sumeet is part of Santander Securities LLC, which operates out of Andover, 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
Services Offered
Fee Structure
Office Location
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Santander Securities LLC Brokerage Details
$2,130,323,875
478
9,813
$217,092
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
Sumeet Malhotra Work History
Santander Bank, Na
Santander Securities, LLC
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Santander Bank Na
Disclosures
Please visit the SEC profile of Sumeet Malhotra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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