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Michael Barrett

Santander Securities LLC

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About Michael Barrett

Michael Barrett is a registered representative with Santander Securities LLC. Michael has been in the financial services industry since 2017 and holds Series 7, 63, 66, and 24 licenses. Michael is registered to provide investment advice in Connecticut, Massachusetts, and Rhode Island. Michael has worked with Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Thomson Reuters. Michael is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Michael Barrett 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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Michael Barrett’s Registration & Firm History

CT

08/30/2024 - Present

Santander Securities LLC (Waterbury CT)

RI

08/12/2021 - 08/16/2024

CITIZENS SECURITIES, INC. (JOHNSTON RI)

RI

08/03/2020 - 08/02/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

11/01/2017 - 07/03/2020

CITIZENS SECURITIES, INC. (JOHNSTON RI)

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Licenses & Designations

BOTH

Issued 08/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Barrett.
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