Andrea Migliaccio

Santander Securities

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Santander Securities

Compensation

Fee-Only (AUM)

Firm Size

158 advisors

Number of Clients

10,401 clients

Average Client Portfolio

$245K average

Assets Under Management

$2.6B

Fee Structure

Minimum Investment:$25K

Financial Planning:Included in AUM fee

Location

3237 Berlin Turnpike, Newington, CT, 06111

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History

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.

Employment History

Current Registrations

Santander Securities LLCBroker

January 2019 - Present · 7 yrs 1 mo

Santander Securities

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Citizens Securities, INC.Broker

March 2017 - December 2018 · 1 yr 9 mos

Citizens Securities, INC.

March 2017 - December 2018 · 1 yr 9 mos

Wells Fargo Advisors Financial Network, LLC

October 2013 - November 2016 · 3 yrs 1 mo

Wells Fargo Advisors Financial Network, LLCBroker

October 2013 - November 2016 · 3 yrs 1 mo

LPL Financial LLC

October 2011 - May 2013 · 1 yr 7 mos

LPL Financial LLCBroker

October 2011 - May 2013 · 1 yr 7 mos

Uvest Financial Services Group, INC.Broker

February 2007 - October 2011 · 4 yrs 8 mos

Webster Investment Services, INC.Broker

December 2006 - February 2007 · 2 mos

Citizens Investment Services CORP.Broker

February 1999 - January 2004 · 4 yrs 11 mos

State Registrations12 states

CACOCTFLMAMNNHNJNYRITXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.