Andrew Joseph Bernal

Santander Securities

14 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

345 Union Hill Road, Manalapan, NJ, 07726

Get directions

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.

Other Business Activities

Andrew owns rental property in Long Branch, NJ, since 2020. This activity is not investment-related and requires minimal time.

Employment History

Current Registrations

Santander Securities

August 2014 - Present · 11 yrs 6 mos

Santander Securities LLCBroker

May 2014 - Present · 11 yrs 9 mos

Previous Registrations

Wells Fargo Advisors, LLCBroker

October 2011 - May 2014 · 2 yrs 7 mos

State Registrations18 states

AZCACOCTDEFLGAMAMNMONJNVNYPASCTNTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.