Jeffrey
Silvieus

Santander Securities LLC

CRD#6293494
Investment Advisor
in Conshohocken, PA

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About this Advisor

Jeffrey Silvieus is a financial advisor based in Conshohocken, Pennsylvania, working with Santander Securities LLC. Jeffrey has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Santander Bank, Na, and Santander Securities, LLC. Jeffrey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Jeffrey is part of Santander Securities LLC, which operates out of Conshohocken, Pennsylvania. 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 65, Series 63

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

625 Ridge Pike, Bldg E, Suite 207
Conshohocken, PA 19428

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Santander Securities LLC Brokerage Details

Total Assets Under Management

$2,130,323,875

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

478

PA Average: 118
Total Number of Accounts

9,813

PA Average: 4,567
Average Account Size

$217,092

PA 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

Jeffrey Silvieus Work History

2016 - Present (9 years)

Santander Bank, Na

2016 - Present (9 years)

Santander Securities, LLC

2015 - 2016 (1 year)

Bank Of America, N.A

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Mass Mutual Life Insurance Company

2014 - 2015 (1 year)

Mml Investors Services

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Disclosures

Please visit the SEC profile of Jeffrey Silvieus 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

Pedro Rodriguez
Miami, FL
Keith Mayer
Cambridge, MA
Jeffrey Silvieus
Conshohocken, PA
Santiago Bonells
Miami, FL
Paul Melanson
Wakefield, MA
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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