Justin
Walsh

Santander Securities LLC

CRD#2573989
Investment Advisor
in Jamestown, RI

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About this Advisor

Justin Walsh is a financial advisor based in Jamestown, Rhode Island, working with Santander Securities LLC. Justin has previously held positions at Td Private Client Wealth LLC, Td Bank, N.A, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Santander Securities, LLC, Powertrack, and Santander Bank, Na. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Rhode Island. Currently, Justin is part of Santander Securities LLC, which operates out of Jamestown, 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

Series 63, Series 65

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

Jamestown, RI

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Santander Securities LLC Brokerage Details

Total Assets Under Management

$2,130,323,875

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

478

RI Average: 118
Total Number of Accounts

9,813

RI Average: 4,567
Average Account Size

$217,092

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

Justin Walsh Work History

2019 - Present (5 years)

Santander Securities, LLC

2019 - Present (5 years)

Santander Bank, Na

2019 - 2019 (< 1 year)

Powertrack

2015 - 2019 (4 years)

Tiaa

2015 - 2019 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2015 (2 years)

Td Private Client Wealth LLC

2013 - 2015 (2 years)

Td Bank, N.A

Disclosures

Please visit the SEC profile of Justin Walsh 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

Christopher Vorgity
Trenton, NJ
Patrick Lospennato
Beverly, MA
Jaime Castro Diaz
Boston, MA
H Haberman
Holden, MA
Jeffrey Silvieus
Conshohocken, PA
Keith Mayer
Cambridge, MA
Santiago Bonells
Miami, FL

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