Walter Kukowski
Walter Kukowski is a registered investment advisor at Santander Securities, based in Manalapan, NJ, with 31 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10,401 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Santander Securities LLC offers wrap fee advisory programs where you pay a single fee that covers investment management and other services. The annual fee is a percentage of your portfolio's value, calculated at the end of each quarter. The percentage varies depending on the program you choose and the amount you invest. The fee includes the cost of the firm's services and fees associated with the platform they use. Investment manager fees range from 0.15% to 1.00% and are in addition to the program fee. Fees may be negotiable.
Location
345 Union Hill Road, Manalapan, NJ, 07726
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Regulatory History (4)
Customer Dispute
October 2016Customer Dispute
April 2016Customer Dispute
September 2014Customer Dispute
February 2013Other Business Activities
Walter owns rental property in Hoboken, New Jersey since 1992. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Santander Securities LLCBroker
Santander Securities
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
PNC Investments
PNC InvestmentsBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Electronic Trading Group, LLCBroker
Sentra Securities CorporationBroker
Tucker Anthony IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Colonial Securities Group, INC.Broker
Fahnestock & CO., INC.Broker
Smith Barney INC.Broker
Investors Center, INC.Broker
State Registrations17 states
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.