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Robert Desalvo

Santander Securities
38 Years of Experience
Howell, NJ
3 DisclosuresBroker
View SEC Summary
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Robert Desalvo is a registered investment advisor at Santander Securities, based in Howell, NJ, with 38 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11,124 clients with $3.1B in assets under management.

Santander Securities
Compensation
Fee-Only (% of Portfolio)
Firm Size
160 advisors
Number of Clients
11,124 clients
Average Client Portfolio
$282K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.30%
$50K - $250K1.30%
$250K - $500K1.25%
$500K - $1000K1.20%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.10%
$3.0M - $5.0M1.08%
$5.0M - $10.0M1.03%
$10M+0.94%

Rates shown are the primary Fund Strategist Programs Standard Rate schedule. Other programs such as Separately Managed Accounts and Unified Managed Accounts have separate fee schedules ranging from 0.70% to 1.40%. Fees may be negotiated on a case-by-case basis. Manager fees (0.15% to 1.00%) are charged separately.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4261 Route 9 North, Howell, NJ, 07731

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2015
Denied
Customer Dispute
March 2015
Settled
Customer Dispute
August 2013
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Santander Securities LLCBroker
September 2012 - Present · 14 yrs 1 mo
Santander Securities
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
January 2010 - September 2012 · 2 yrs 8 mos
LPL Financial LLC
January 2010 - September 2012 · 2 yrs 8 mos
LPL Financial Corporation
June 2008 - November 2009 · 1 yr 5 mos
LPL Financial CorporationBroker
June 2008 - November 2009 · 1 yr 5 mos
Invest Financial Corporation
November 2005 - July 2008 · 2 yrs 8 mos
Invest Financial CorporationBroker
November 2005 - July 2008 · 2 yrs 8 mos
Essex National Securities, INC.Broker
August 2004 - November 2005 · 1 yr 3 mos
Essex National Securities, INC.
August 2004 - November 2005 · 1 yr 3 mos
Quick & Reilly, INC.
November 2002 - August 2004 · 1 yr 9 mos
Quick & Reilly, INC.Broker
November 2002 - August 2004 · 1 yr 9 mos
AXA Advisors, LLC
July 2002 - November 2002 · 4 mos
AXA Advisors, LLCBroker
September 2001 - November 2002 · 1 yr 2 mos
M. H. Meyerson & CO., INC.Broker
March 1992 - September 2001 · 9 yrs 6 mos
South Richmond Securities, INC.Broker
October 1989 - April 1992 · 2 yrs 6 mos
Hibbard Brown & CO., INC.Broker
June 1988 - October 1989 · 1 yr 4 mos
State Registrations12 states
DEFLIAILNCNJNYPASCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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