TrueAdvisor
TrueAdvisor
AR
AR

Andres Rodriguez

Santander Securities
20 Years of Experience
Broker
View SEC Summary
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

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

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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.

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Employment History
Current Registrations
Santander Securities
October 2024 - Present · 1 yr 4 mos
Santander Securities LLCBroker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
March 2017 - April 2024 · 7 yrs 1 mo
Citigroup Global Markets INC.
June 2007 - April 2024 · 16 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - April 2024 · 16 yrs 11 mos
Citicorp Investment ServicesBroker
August 2005 - May 2007 · 1 yr 9 mos
American Express Financial Advisors, INC.
July 2004 - July 2005 · 1 yr
American Express Financial Advisors INC.Broker
July 2004 - July 2005 · 1 yr
Ids Life Insurance CompanyBroker
July 2004 - July 2005 · 1 yr
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.