SANTANDER SECURITIES LLC
DBA: SANTANDER SECURITIES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.14B |
| Discretionary | $3.14B100% of AUM |
| Client Accounts | 11,152 |
| Avg Account Size | $282K |
| Employees | 449 |
| Peak AUM | $3.14BMar 2026 |
| AUM CAGR | +14.9% /yrover 25 yrs · 129 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.1B | +23.0% | +18.2% | +12.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.14B |
| Discretionary | $3.14B |
| Employees | 449 |
| Client Accounts | 11152 |
| Client Range | More than 500 |
Contact & Location
Address
75 STATE STREET
BOSTON MA 02109
Phone
866-736-6475
Filing History
129 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2019
•SRO proceeding/bar
•Investment adviser bar/suspension
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant