AH
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information
Office location
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA, 19428
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Santander Securities
July 2021 - Present · 4 yrs 6 mos
Santander Securities LLC
August 2019 - Present · 6 yrs 5 mos
Santander Securities LLC Broker
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Vanguard Marketing CorporationBroker
November 2015 - November 2018 · 3 yrs
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.