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Nancy Micheletti

Santander Securities LLC

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About Nancy Micheletti

Nancy Micheletti is an investment advisor representative who has been in the industry since 2011. Nancy is currently registered with Santander Securities LLC in Rhode Island. Nancy has previously worked at Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Valmark Securities, Inc.. Nancy is licensed to provide investment advice to individuals, corporations, and other businesses. Nancy's specializations include financial planning, portfolio management, selection of other advisors, and portfolio management for businesses.

Firm Information

Nancy Micheletti 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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Nancy Micheletti’s Registration & Firm History

RI

07/15/2024 - Present

Santander Securities LLC (Smithfield RI)

RI

10/03/2017 - 07/09/2024

CITIZENS SECURITIES, INC. (JOHNSTON RI)

RI

12/04/2015 - 11/01/2017

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

MA

04/08/2011 - 12/01/2015

VALMARK SECURITIES, INC. (NEEDHAM MA)

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Licenses & Designations

BOTH

Issued 09/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Micheletti.
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