TrueAdvisor
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Andrea Migliaccio

Santander Securities
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Santander Securities
Compensation
Fee-Only (AUM)
Firm Size
158 advisors
Number of Clients
10,401 clients
Average Client Portfolio
$245K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee

Location

3237 Berlin Turnpike, Newington, CT, 06111

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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 LLCBroker
January 2019 - Present · 7 yrs 1 mo
Santander Securities
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Citizens Securities, INC.Broker
March 2017 - December 2018 · 1 yr 9 mos
Citizens Securities, INC.
March 2017 - December 2018 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLC
October 2013 - November 2016 · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
October 2013 - November 2016 · 3 yrs 1 mo
LPL Financial LLC
October 2011 - May 2013 · 1 yr 7 mos
LPL Financial LLCBroker
October 2011 - May 2013 · 1 yr 7 mos
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC.Broker
December 2006 - February 2007 · 2 mos
Citizens Investment Services CORP.Broker
February 1999 - January 2004 · 4 yrs 11 mos
State Registrations12 states
CACOCTFLMAMNNHNJNYRITXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.