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Aaron Foley

Santander Securities LLC

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About Aaron Foley

Aaron Foley is a financial professional with over 25 years of experience in the industry. Aaron currently works at Santander Securities LLC, where they are registered as an Investment Advisor Representative. Aaron has previously worked at Citizens Securities, Inc., Moors & Cabot, Inc., Jesup & Lamont Securities Corp, Oppenheimer & Co. Inc., UBS Financial Services Inc., and Gruntal & Co., L.L.C. Aaron is licensed in 52 states, and has passed the Series 7, Series 63, Series 65, and SIE exams. They specialize in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Aaron Foley is currently registered with Santander Securities LLC. Santander Securities LLC is a Limited Liability Company headquartered in Boston, MA. Founded in 2023, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisers. Santander Securities LLC manages approximately $2,130,323,875 in regulatory assets under management for 9,813 clients. They are registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
Santander Securities LLC

75 STATE STREET

BOSTON, MA 02109

$2.13B

Assets Under Management

Not reported

Total Clients

365

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Foley’s Registration & Firm History

MA

11/27/2019 - Present

Santander Securities LLC (Boston MA)

MA

09/22/2015 - 10/04/2019

CITIZENS SECURITIES, INC. (BROCKTON MA)

MA

11/25/2009 - 09/15/2015

MOORS & CABOT, INC. (BOSTON MA)

MA

12/12/2007 - 12/01/2009

JESUP & LAMONT SECURITIES CORP (BOSTON MA)

MA

10/24/2003 - 12/04/2007

OPPENHEIMER & CO. INC. (BOSTON MA)

NJ

07/16/1999 - 11/12/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

05/19/1997 - 07/23/1999

GRUNTAL & CO., L.L.C. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aaron Foley. Review regulatory record here.
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