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Kevin Halloran

Santander Securities LLC

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About Kevin Halloran

Kevin Halloran is an investment advisor representative at Santander Securities LLC. Kevin Halloran has been in the industry since 2010. Kevin Halloran is registered in 19 states as an investment advisor representative and in 2 states as an investment advisor. Kevin Halloran holds the Series 7, Series 63, Series 65 and SIE exams.

Firm Information

Kevin Halloran 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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Kevin Halloran’s Registration & Firm History

MA

09/26/2022 - Present

Santander Securities LLC (Andover MA)

MA

08/05/2015 - 02/06/2017

CITIZENS SECURITIES, INC. (SAUGUS MA)

MA

06/17/2013 - 08/03/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMBRIDGE MA)

MA

03/01/2010 - 06/10/2013

FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)

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Licenses & Designations

IA

Issued 02/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Halloran.
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