Aaron Foley is a registered investment advisor at Santander Securities, based in Boston, MA, with 28 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,401 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Santander Securities LLC offers wrap fee advisory programs where you pay a single fee that covers investment management and other services. The annual fee is a percentage of your portfolio's value, calculated at the end of each quarter. The percentage varies depending on the program you choose and the amount you invest. The fee includes the cost of the firm's services and fees associated with the platform they use. Investment manager fees range from 0.15% to 1.00% and are in addition to the program fee. Fees may be negotiable.
Location
75 State Street, Mail Code: MA-SST-INV3, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Santander Securities LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Moors & Cabot, INC.Broker
Jesup & Lamont Securities CORPBroker
Oppenheimer & CO. INC.Broker
UBS Financial Services INC.Broker
Gruntal & CO., L.L.C.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.