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Adit Sem

Santander Securities LLC

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About Adit Sem

Adit Sem is a registered investment advisor with over 14 years of experience in the financial services industry. Adit currently works at Santander Securities LLC in Conshohocken, PA. Adit has held past roles at Citizens Securities, Inc. in Philadelphia, PA and Wells Fargo Advisors, LLC in Bala Cynwyd, PA. Adit holds licenses in several states, including Florida, Massachusetts, New Jersey, New York, Pennsylvania and South Carolina. Adit specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Adit Sem 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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Adit Sem’s Registration & Firm History

PA

04/10/2023 - Present

Santander Securities LLC (Conshohocken PA)

PA

08/17/2011 - 04/05/2023

CITIZENS SECURITIES, INC. (PHILADELPHIA PA)

PA

04/16/2008 - 03/10/2010

WELLS FARGO ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

IA

Issued 03/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adit Sem.
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