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Bryan Carlson

Santander US Capital Markets LLC

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About Bryan Carlson

Bryan Carlson is a financial advisor with over 15 years of experience in the industry. Currently, Bryan is affiliated with Santander US Capital Markets LLC where he has been since February 2023. Prior to Santander, Bryan worked at Santander Investment Securities Inc., Barclays Capital Inc., and Lehman Brothers Inc. Bryan holds a Series 7, 24, 63 and SIE licenses. Bryan is registered with the state of New York and is a FINRA member.

Firm Information

Bryan Carlson is currently registered with Santander US Capital Markets LLC. Santander US Capital Markets LLC is a Limited Liability Company formed in January 2010. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Santander US Capital Markets LLC has also been approved by the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

150

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.

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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Bryan Carlson’s Registration & Firm History

NY

02/06/2023 - Present

Santander US Capital Markets LLC (NEW YORK NY)

NY

02/19/2022 - 02/06/2023

SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)

NY

09/22/2008 - 12/22/2021

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

09/13/2007 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Bryan Carlson.
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