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Andre Murillo

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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
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Location

571 Florida Grove Road, Perth Amboy, NJ, 08861

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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
November 2019 - Present · 6 yrs 3 mos
Santander Securities LLCBroker
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2017 - September 2018 · 1 yr 2 mos
State Registrations12 states
CTDEFLGAHIMDNCNDNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.