Santander Securities LLC

Investment Advisor
in Wakefield, RI

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About this Advisor

Jason Rosenberg is a financial advisor working in Wakefield, Rhode Island with 6 years of relevant experience. Rosenberg works at Santander Securities LLC. During their career, the advisor has held roles at Citizens Bank, Cco Investment Services Corp, Santander Bank, Na and Santander Securities, LLC. Rosenberg has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Rhode Island and Texas. Santander Securities LLC is a registered investment firm that has its headquarters in Dorchester, MA. The company has offices in 478 locations and a total of 530 people on staff. It handles $2 billion in total assets across its 9,808 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which service is provided. However, fee types charged by Santander Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

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

20A Main Street
Wakefield, RI 02879

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Santander Securities LLC Brokerage Details

Total Assets Under Management


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


RI Average: 118
Total Number of Accounts


RI Average: 4,567
Average Account Size


RI 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

Jason Rosenberg Work History

Jason has been registered as a financial advisor for 6 years.*

2022 - Present (1 year)

Santander Securities, LLC

2017 - Present (6 years)

Santander Bank, Na

2017 - 2022 (5 years)

Santander Securities, LLC

2014 - 2017 (3 years)

Cco Investment Services Corp

2010 - 2014 (4 years)

Citizens Bank

2010 - 2014 (4 years)

Cco Investment Services Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jason Rosenberg 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

Joseph Talty
Garwood, NJ
August Miele
New York, NY
Dennis Alicea
Parsippany, NJ
Julie Makrigianis
Florham Park, NJ
Robert Byrne
Dorchester, MA
Scott Harrison
Cherry Hill, NJ
Christopher Morra
Dorchester, MA
Joseph Lagner
Norwell, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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