Wendy Laranjo
Wendy Laranjo is a registered investment advisor at Santander Securities, based in Boston, MA, with 29 years of industry experience. Wendy 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
75 State Street, Mail Code: MA-SST-INV3, Boston, MA, 02109
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2006Customer Dispute
August 2005Other Business Activities
Wendy owns rental properties and Outside-In, Inc., a property management, landscaping, and design company. She also serves as president of a condo association and as a board member for an animal shelter, dedicating about 10-20% of her time to Outside-In, Inc. and minimal time to the other activities.
Employment History
Current Registrations
Santander Securities LLCBroker
Santander Securities
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations52 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.