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Kelly McCavitt

Santander Securities LLC

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About Kelly McCavitt

Kelly McCavitt is a registered representative with Santander Securities LLC, where Kelly has been employed since 2012. Prior to joining Santander Securities LLC, Kelly was with LPL FINANCIAL LLC. Kelly is licensed in 53 states and holds licenses in Series 7, Series 24, Series 52TO, Series 53 and SIE. Kelly specializes in investment advisory services for individuals, businesses and corporations.

Firm Information

Kelly McCavitt 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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Kelly McCavitt’s Registration & Firm History

PA

09/19/2012 - Present

Santander Securities LLC (Conshohocken PA)

PA

07/01/2008 - 09/19/2012

LPL FINANCIAL LLC (NEWTON PA)

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Licenses & Designations

BC

Issued 10/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/14/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly McCavitt.
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