John Acevedo
John Acevedo is a registered investment advisor at Santander Securities, based in Secaucus, NJ, with 25 years of industry experience. John 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
1322A Paterson Plank Road, Secaucus, NJ, 07094
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
June 2001Other Business Activities
John is a musician and musical director for Afrocuba, dedicating a few hours per week to this non-investment related activity. He is also the sole owner of Chany LLC, a New Jersey entity for holding personal property, spending minimal time on this activity.
Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Previous Registrations
Signal Securities, INC.Broker
Signal Securities, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
Anderson & Strudwick, IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.