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James W Uehlinger

SANTANDER SECURITIES LLC·DORCHESTER, Massachusetts
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2 MORRISSEY BOULEVARD, DORCHESTER, MA 02125CRD# 4676933Firm CRD# 41791
01

About

James W Uehlinger is a registered financial advisor based in DORCHESTER, Massachusetts, affiliated with SANTANDER SECURITIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SANTANDER SECURITIES LLC
SANTANDER SECURITIES
AUM
$2.1B
Regulatory assets under management
Employees
478
Total firm employees
View all advisors at SANTANDER SECURITIES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4676933
Firm CRD# 41791
11 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James W Uehlinger offer?
James W Uehlinger specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DORCHESTER, Massachusetts for a consultation.
What are James W Uehlinger's credentials?
James W Uehlinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James W Uehlinger located?
James W Uehlinger is based in DORCHESTER, Massachusetts, working with SANTANDER SECURITIES LLC. Their office serves clients in the DORCHESTER metropolitan area and surrounding communities.
How does James W Uehlinger charge for services?
James W Uehlinger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANTANDER SECURITIES LLC?
SANTANDER SECURITIES LLC has approximately 478 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DORCHESTER
Maura Keegan Fairbanks — SANTANDER SECURITIES LLCAlvaro Javier Morales De Cano — SANTANDER SECURITIES LLCXiomara Corral — SANTANDER SECURITIES LLCMichael J Cleary — SANTANDER SECURITIES LLCJuan Carlos Alvarez De Soto — SANTANDER SECURITIES LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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