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Juan Carlos Alvarez De Soto

SANTANDER SECURITIES LLC·DORCHESTER, Massachusetts
SANTANDER SECURITIES LLC
2 MORRISSEY BOULEVARD, DORCHESTER, MA 02125CRD# 2589842Firm CRD# 41791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Juan Carlos Alvarez De Soto · DORCHESTER, MA
Registration
CRD #2589842 · SANTANDER SECURITIES LLC
Brand Profile
Not yet started
Disclosure history
11 disclosures on file · See FINRA BrokerCheck for full record
01

About

Juan Carlos Alvarez De Soto 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
Introduction

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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# 2589842
Firm CRD# 41791
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Juan Carlos Alvarez De Soto offer?
Juan Carlos Alvarez De Soto specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DORCHESTER, Massachusetts for a consultation.
What are Juan Carlos Alvarez De Soto's credentials?
Juan Carlos Alvarez De Soto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Carlos Alvarez De Soto located?
Juan Carlos Alvarez De Soto is based in DORCHESTER, Massachusetts, working with SANTANDER SECURITIES LLC. Their office serves clients in the DORCHESTER metropolitan area and surrounding communities.
How does Juan Carlos Alvarez De Soto charge for services?
Juan Carlos Alvarez De Soto'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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Francisco Javier Hidalgo
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Freddy Rivas
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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