Abdelmagid Alawad

Santander Securities

13 Years of Experience

BrokerSells Insurance

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

75 State Street, Mail Code: MA-SST-INV4, Boston, MA, 02109

Get directions

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.

Other Business ActivitiesSells Insurance

Abdelmagid drives for Uber, dedicating about 10-20% of his time to this non-investment related activity. He also receives trails from fixed insurance products from American United Life, stemming from a previous role as an insurance agent, but spends no time on this currently.