Ian
Donahue
Santander Securities LLC
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About this Advisor
Ian Donahue is a financial advisor based in Lincoln, Rhode Island, working with Santander Securities LLC. Ian has previously held positions at Santander Bank, Na, Santander Securities, LLC, and Wd & Associates, Inc. Ian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Rhode Island. Currently, Ian is part of Santander Securities LLC, which operates out of Lincoln, Rhode Island. 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
Services Offered
Fee Structure
Office Location
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Santander Securities LLC Brokerage Details
$2,130,323,875
478
9,813
$217,092
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
Ian Donahue Work History
Santander Securities, LLC
Santander Bank, Na
Santander Securities, LLC
Santander Securities, LLC
Wd & Associates, Inc
Disclosures
Please visit the SEC profile of Ian Donahue 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
Wakefield, MA
Newark, NJ
Englishtown, NJ
Holden, MA
Englishtown, NJ
Belleville, NJ
Beverly, MA
Framingham, MA
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