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John Richard Acevedo

Santander Securities LLC

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About John Richard Acevedo

John Richard Acevedo is a financial advisor working with Santander Securities LLC. John is a registered representative and investment advisor representative, working in the financial industry since 2001. John has experience providing financial advice to individuals and businesses, and manages a wide range of accounts.

Firm Information

John Acevedo 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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John Acevedo’s Registration & Firm History

NJ

08/18/2020 - Present

Santander Securities LLC (Secaucus NJ)

NJ

04/16/2013 - 08/05/2013

SIGNAL SECURITIES, INC. (MONTCLAIR NJ)

VA

03/06/2008 - 05/21/2010

WELLS FARGO ADVISORS, LLC (RICHMOND VA)

VA

06/01/2001 - 03/05/2008

SUNTRUST INVESTMENT SERVICES, INC. (MIDLOTHIAN VA)

MA

03/28/2001 - 06/20/2001

TUCKER ANTHONY INCORPORATED (BOSTON MA)

VA

04/05/1999 - 03/28/2001

BRANCH, CABELL & CO., INC. (RICHMOND VA)

VA

10/14/1998 - 03/17/1999

ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)

MN

01/22/1998 - 09/23/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/22/1998 - 09/23/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Richard Acevedo. Review regulatory record here.
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