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Yan Agrachev

Santander Securities LLC

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About Yan Agrachev

Yan Agrachev is a financial advisor who has been in the industry since 1998. Yan is registered with Santander Securities LLC and has been with the firm since 2021. Prior to that, Yan worked at LPL Financial LLC from 2008 to 2012. Yan provides financial planning, portfolio management for businesses and individuals, and selection of other advisors to clients.

Firm Information

Yan Agrachev 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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Yan Agrachev’s Registration & Firm History

NY

03/19/2021 - Present

Santander Securities LLC (BROOKLYN NY)

NY

05/27/2008 - 09/19/2012

LPL FINANCIAL LLC (BROOKLYN NY)

NY

09/13/2006 - 05/27/2008

IFMG SECURITIES, INC. (BROOKLYN NY)

NY

11/21/2002 - 09/12/2006

ESSEX NATIONAL SECURITIES, INC. (BROOKLYN NY)

NJ

01/31/2002 - 11/19/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

IL

03/10/2000 - 02/04/2002

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

CO

05/29/1997 - 11/05/1998

PATTERSON TRAVIS, INC. (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 03/07/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yan Agrachev.
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