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Thomas J Morelli

Santander Securities LLC

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About Thomas J Morelli

Thomas J. Morelli is a financial advisor who has been in the industry for over 18 years. Thomas is currently registered with Santander Securities LLC. Previously, Thomas worked with WELLS FARGO ADVISORS, LLC and PNC INVESTMENTS. Thomas holds the Series 7 and Series 66 securities licenses. Thomas has a strong track record of providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Thomas is also registered as an investment advisor representative in 16 states.

Firm Information

Thomas Morelli 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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Thomas Morelli’s Registration & Firm History

NJ

05/15/2014 - Present

Santander Securities LLC (Manalapan NJ)

NJ

03/06/2009 - 04/30/2014

WELLS FARGO ADVISORS, LLC (HIGHLAND PARK NJ)

NJ

04/07/2006 - 03/06/2009

PNC INVESTMENTS (LINCROFT NJ)

MA

03/04/2005 - 03/31/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 10/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Thomas J Morelli. Review regulatory record here.
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