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Walter Zenarosa Santander

Bingham Private Wealth, LLC

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About Walter Zenarosa Santander

Walter Zenarosa Santander is an investment advisor representative with Bingham Private Wealth, LLC. Walter has been in the financial industry since 2007 and has experience working with clients in the San Francisco area. He is licensed to provide investment advisory services in California. Walter has specialized expertise in helping high-net-worth individuals and individuals other than high-net-worth individuals with their financial planning, pension consulting, selection of other advisors, and portfolio management.

Firm Information

Walter Santander is currently registered with Bingham Private Wealth, LLC. Bingham Private Wealth, LLC is an investment advisor based in San Francisco, California. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals and pension and profit-sharing plans. Bingham Private Wealth, LLC manages approximately $180,852,000 in discretionary assets for 435 clients.
Bingham Private Wealth, LLC

4 EMBARCADERO CENTER

SAN FRANCISCO, CA 94111

$180.85M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Walter Santander’s Registration & Firm History

CA

05/20/2024 - Present

Bingham Private Wealth, LLC (SAN FRANCISCO CA)

CA

01/05/2012 - 11/15/2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)

CA

08/31/2010 - 12/21/2011

TD AMERITRADE, INC. (SAN FRANCISCO CA)

CA

05/22/2007 - 12/15/2009

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 03/21/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Zenarosa Santander.
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