Andres Rodriguez

Santander Securities

20 Years of Experience

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Firm Information

Santander Securities

Compensation

Fee-Only (AUM)

Number of Advisors

158 advisors

Number of Clients

10,401 clients

Average Client Portfolio

$245K average

Assets Under Management

$2.6B

Fee Structure

Financial Planning:Included in AUM fee

This firm provides access to wrap fee advisory programs. They also offer financial planning services to wrap fee clients at no additional charge. The firm also receives compensation from the Bank Deposit Sweep Program (BDSP), creating a conflict of interest.

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Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Advisor Information

Office location

830 Brickell Plaza, Suite 2100, Miami, FL, 33131

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.