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Nuzhat Khan

10 Years of Experience
Manalapan, NJ
1 DisclosureBroker

Nuzhat Khan is a registered investment advisor at Santander Securities, based in Manalapan, NJ, with 10 years of industry experience. Nuzhat 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

220 Route 9 North, Manalapan, NJ, 07726

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History

Regulatory History (1)
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Judgment / Lien
April 2024
Other Business Activities

Nuzhat is a notary public since 2015, a non-investment related activity. She spends minimal time on this activity.

Employment History
Current Registrations
Santander Securities
October 2018 - Present · 7 yrs 9 mos
Santander Securities LLCBroker
November 2015 - Present · 10 yrs 8 mos
State Registrations1 state
NJ
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.
Nuzhat Khan - Financial Advisor | TrueAdvisor