Seth
Tobias

Santander Securities LLC

CRD#6352794
Investment Advisor
in Somerville, NJ

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About this Advisor

Seth Tobias is a financial advisor based in Somerville, New Jersey, working with Santander Securities LLC. Seth has previously held positions at Citizens Bank, Citizens Securities, Inc, Citizens Securities Inc, Santander Bank, Na, and Santander Securities, LLC. Seth has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Seth is part of Santander Securities LLC, which operates out of Somerville, 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, CERTIFIED FINANCIAL PLANNER™

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

20 Veterans Memorial Highway
Somerville, NJ 08876

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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

Seth Tobias Work History

2022 - Present (2 years)

Santander Securities, LLC

2018 - Present (6 years)

Santander Bank, Na

2018 - 2022 (4 years)

Santander Securities, LLC

2017 - 2018 (1 year)

Citizens Securities Inc

2017 - 2018 (1 year)

Citizens Bank

2015 - 2017 (2 years)

Citizens Securities, Inc

2015 - 2017 (2 years)

Citizens Bank

2014 - 2015 (1 year)

Citizens Securities, Inc

2013 - 2015 (2 years)

Citizens Bank

Disclosures

Please visit the SEC profile of Seth Tobias 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

Andrew Bernal
Englishtown, NJ
Juan Giraldo
Newark, NJ
Anthony Acosta
Belleville, NJ
H Haberman
Holden, MA
Keith Mayer
Cambridge, MA
Jesus Corao Guma
Miami, FL
Patrick Lospennato
Beverly, MA
John Cylc
Cherry Hill, 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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