Unclaimed Profile

William Joseph Juliano

SANTANDER SECURITIES LLC·DORCHESTER, Massachusetts

SANTANDER SECURITIES LLC

2 MORRISSEY BOULEVARD, DORCHESTER, MA 02125CRD# 7203100Firm CRD# 41791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Joseph Juliano · DORCHESTER, MA

Registration

CRD #7203100 · SANTANDER SECURITIES LLC

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

About

William Joseph Juliano 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7203100

Firm CRD# 41791

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Joseph Juliano offer?

William Joseph Juliano specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DORCHESTER, Massachusetts for a consultation.

What are William Joseph Juliano's credentials?

William Joseph Juliano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Juliano located?

William Joseph Juliano is based in DORCHESTER, Massachusetts, working with SANTANDER SECURITIES LLC. Their office serves clients in the DORCHESTER metropolitan area and surrounding communities.

How does William Joseph Juliano charge for services?

William Joseph Juliano'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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