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 based in Trenton, New Jersey, working with Santander Securities LLC. Hari has previously held positions at Cco Investment Services Corp, Santander Bank, Na, and Santander Securities, LLC. Hari has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Hari is part of Santander Securities LLC, which operates out of Trenton, New Jersey. 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 66

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

$2,130,323,875

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

478

NJ Average: 118
Total Number of Accounts

9,813

NJ Average: 4,567
Average Account Size

$217,092

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

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

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

Kelly Cooper
Fairhaven, MA
Hari Sharma
Trenton, NJ
Jesus Corao Guma
Miami, FL
H Haberman
Holden, MA
Jaime Castro Diaz
Boston, MA
Christopher Vorgity
Trenton, NJ
Patrick Lospennato
Beverly, MA
Keith Mayer
Cambridge, MA

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.

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