Juan
Giraldo

Santander Securities LLC

CRD#6098425
Investment Advisor
in Newark, NJ

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About this Advisor

Juan Giraldo is a financial advisor based in Newark, New Jersey, working with Santander Securities LLC. Juan has previously held positions at Santander Bank, Na, Santander Securities, LLC, Cetera Investment Services LLC, Cetera Investment Advisors LLC, and Provident Bank. Juan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Juan is part of Santander Securities LLC, which operates out of Newark, 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 63, 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

243 Chestnut Street
Newark, NJ 07105

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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

Juan Giraldo Work History

2023 - Present (1 year)

Santander Securities, LLC

2022 - Present (2 years)

Santander Bank, Na

2022 - 2023 (1 year)

Santander Securities, LLC

2021 - 2022 (1 year)

Cetera Investment Services LLC

2021 - 2022 (1 year)

Cetera Investment Advisors LLC

2021 - 2022 (1 year)

Provident Bank

2018 - 2021 (3 years)

Santander Securities, LLC

2014 - 2021 (7 years)

Santander Bank, Na

2014 - 2018 (4 years)

Santander Securities, LLC

Disclosures

Please visit the SEC profile of Juan Giraldo 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

Paul Melanson
Wakefield, MA
Jeffrey Silvieus
Conshohocken, PA
Thomas Morelli
Englishtown, NJ
H Haberman
Holden, MA
Bakhtiar Hussaini
Framingham, MA
Andrew Bernal
Englishtown, NJ
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.

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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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