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Susan Barbara Costa

Santander Securities LLC

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About Susan Barbara Costa

Susan Barbara Costa is an active advisor with Santander Securities LLC, located in Boston, Massachusetts. Susan has been in the financial services industry since 1997. Prior to joining Santander Securities LLC, Susan was with CETERA ADVISORS LLC in Wakefield, Massachusetts, and Investors Capital Corp. in Lynnfield, Massachusetts. Susan holds the Series 6, Series 26 and SIE licenses. Susan specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, and Financial Planning.

Firm Information

Susan Costa 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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Susan Costa’s Registration & Firm History

MA

04/12/2017 - Present

Santander Securities LLC (Boston MA)

MA

08/08/2016 - 04/05/2017

CETERA ADVISORS LLC (WAKEFIELD MA)

MA

08/03/2004 - 01/18/2017

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

MA

10/23/1997 - 08/02/2004

CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/20/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Barbara Costa.
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