Steven Kashubo is a registered investment advisor at Santander Securities, based in Staten Island, NY, with 17 years of industry experience. Steven 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
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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
900 Huguenot Avenue, Staten Island, NY, 10312
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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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Steven owns rental property in Staten Island, NY since 2005. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Santander Securities LLCBroker
Santander Securities
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Santander Securities
Santander Securities LLCBroker
Citigroup Global Markets INC.Broker
LPL Financial LLCBroker
Chase Investment Services CORP.Broker
State Registrations6 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.