AM

Andre Murillo

8 Years of Experience

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

571 Florida Grove Road, Perth Amboy, NJ, 08861

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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.

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Employment History
Current Registrations
Santander Securities
November 2019 - Present · 6 yrs 2 mos
Santander Securities LLC Broker
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
July 2017 - September 2018 · 1 yr 2 mos
State Registrations12 states
CTDEFLGAHIMDNCNDNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.