Harris Greene is a registered investment advisor at Santander Securities, based in Conshohocken, PA, with 25 years of industry experience. Harris 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
625 Ridge Pike, Bldg E, Suite 207, Conshohocken, PA, 19428
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Regulatory History
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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Harris is an employee of Tetelestai Partners LLC, where he meets with and maintains client relationships. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Pruco Securities, LLC.Broker
Nylife Securities INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations51 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.