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Steven Radinsky

29 Years of Experience
Brooklyn, NY
Broker

Steven Radinsky is a registered investment advisor at Santander Securities, based in Brooklyn, NY, with 29 years of industry experience. Steven 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
Fee-Only (% of Portfolio)
Firm Size
153 advisors
Number of Clients
10,401 clients
Average Client Portfolio
$245K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management

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.

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Location

440 Avenue P, Brooklyn, NY, 11223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Santander Securities
December 2016 - Present · 9 yrs 5 mos
Santander Securities LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
May 2008 - September 2012 · 4 yrs 4 mos
Ifmg Securities, INC.Broker
September 2006 - May 2008 · 1 yr 8 mos
Essex National Securities, INC.Broker
March 1999 - September 2006 · 7 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 1999 - February 1999 · 1 mo
Robert Thomas Securities, INCBroker
August 1997 - January 1999 · 1 yr 5 mos
Biltmore Securities, INCBroker
December 1996 - August 1997 · 8 mos
Joseph Dillon & Company INC.Broker
December 1996 - December 1996 · 0 mos
Stratton Oakmont INC.Broker
March 1996 - December 1996 · 9 mos
State Registrations17 states
AZCACTDEFLIDILMANCNJNMNYOHPASCTXWV
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.