Anthony Nelson Acosta

Santander Securities

8 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

463 Washington Avenue, Belleville, NJ, 07109

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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

February 2022 - Present · 4 yrs

Santander Securities LLCBroker

October 2017 - Present · 8 yrs 4 mos

State Registrations23 states

CACOCTFLGAHIILKYMAMDMEMINCNHNJNYOHPARISCTXVAVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.