MD
MD

Manuel Duplat

17 Years of Experience
Miami, FL
Broker

Manuel Duplat is a registered investment advisor at Santander Securities, based in Miami, FL, with 17 years of industry experience. Manuel 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

830 Brickell Plaza, Suite 2100, Miami, FL, 33131

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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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Other Business Activities

Manuel is the Managing Director of Sanber LLC and co-owner of a rental property, both since 2012 and 2021 respectively. He is also a member and trustee of two LLCs, Sanberrod LLC and Happy Rents LLC, established in 2024 for holding personal vehicles and managing real estate properties, respectively.

Employment History
Current Registrations
Santander Securities
December 2016 - Present · 9 yrs 5 mos
Santander Securities LLCBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Mercantil Commercebank Investement Services, INC.
March 2009 - October 2015 · 6 yrs 7 mos
Mercantil Commercebank Investment ServicesBroker
May 2008 - October 2015 · 7 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.