Hari
Sharma

Santander Securities LLC

CRD#4526462
Investment Advisor
in Trenton, NJ

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About this Advisor

Hari Sharma is a financial advisor operating in Trenton, New Jersey with 6 years of relevant experience. Sharma is an employee of Santander Securities LLC. Throughout their career, they have worked at Santander Securities, LLC, Cco Investment Services Corp and Santander Bank, Na. Sharma maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Santander Securities LLC is a business based out of Dorchester, MA. The firm has offices in 478 locations and a total of 530 employees. It oversees $2 billion in assets across its 9,808 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Santander Securities LLC performs a wide 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 management fee schedules largely depend on which service is provided. However, fees billed by Santander Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

2730 Nottingham Way
Trenton, NJ 08619

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Santander Securities LLC Brokerage Details

Total Assets Under Management

$1,848,708,275

NJ Average: $16,012,751,954
Total Number of Employees

530

NJ Average: 118
Total Number of Accounts

9,808

NJ Average: 4,567
Average Account Size

$188,490

NJ 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

Hari Sharma Work History

Hari has been registered as a financial advisor for 6 years.*

2023 - Present (1 year)

Santander Securities, LLC

2016 - Present (8 years)

Santander Bank, Na

2016 - 2023 (7 years)

Santander Securities, LLC

2014 - 2016 (2 years)

Cco Investment Services Corp

2012 - 2014 (2 years)

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 Hari Sharma 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 Acevedo
Florham Park, NJ
Justin Walsh
Dorchester, MA
Jason Tarr
Poland, OH
John Russo
Caldwell, NJ
Robert Byrne
Dorchester, MA
Joseph Lagner
Norwell, MA
Anthony Acosta
Florham Park, NJ
Christopher Morra
Dorchester, 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.

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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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