RD
RD

Reuben Dealmeida

19 Years of Experience
Elizabeth, NJ
Broker

Reuben Dealmeida is a registered investment advisor at Santander Securities, based in Elizabeth, NJ, with 19 years of industry experience. Reuben 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

314 Elizabeth Avenue, Elizabeth, NJ, 07206

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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
September 2024 - Present · 1 yr 8 mos
Santander Securities
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - September 2024 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - September 2024 · 3 yrs 9 mos
Santander Securities
January 2019 - August 2020 · 1 yr 7 mos
Santander Securities LLCBroker
December 2018 - August 2020 · 1 yr 8 mos
Pruco Securities, LLC.Broker
July 2017 - November 2018 · 1 yr 4 mos
Santander Securities LLCBroker
December 2012 - August 2017 · 4 yrs 8 mos
Metlife Securities INC.Broker
June 2006 - October 2012 · 6 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
June 2006 - July 2007 · 1 yr 1 mo
State Registrations52 states
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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.
Reuben Dealmeida - Financial Advisor | TrueAdvisor