Advisor at Santander Securities LLC
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Firm
Santander Securities LLC
Location
Watertown, MA 02472
Credentials
Series 63, Series 66
Industry experience
6 years
Andrew Bruno is a financial advisor with Santander Securities LLC in Waltham, MA, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Santander Securities since 2019 and also has a background working at Santander Bank, NA, and Bobs Stores. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers a range of wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and a centralized support team.
Based on Santander Securities LLC
$0 - $49,999.99: 1.30% (FSP Standard Rate) $50,000 - $249,999.99: 1.30% (FSP Standard Rate) $250,000 - $499,999.99: 1.25% (FSP Standard Rate) $500,000 - $999,999.99: 1.20% (FSP Standard Rate) $1,000,000 - $1,999,999.99: 1.15% (FSP Standard Rate) $2,000,000 - $2,999,999.99: 1.10% (FSP Standard Rate) $3,000,000 - $4,999,999.99: 1.08% (FSP Standard Rate) $5,000,000 - $9,999,999.99: 1.03% (FSP Standard Rate) $10,000,000+: 0.94% (FSP Standard Rate) $0 - $49,999.99: 1.00% (SMA Fixed Income Pricing) $50,000 - $249,999.99: 1.00% (SMA Fixed Income Pricing) $250,000 - $499,999.99: 0.95% (SMA Fixed Income Pricing) $500,000 - $999,999.99: 0.90% (SMA Fixed Income Pricing) $1,000,000 - $1,999,999.99: 0.80% (SMA Fixed Income Pricing) $2,000,000 - $2,999,999.99: 0.75% (SMA Fixed Income Pricing) $3,000,000 - $4,999,999.99: 0.75% (SMA Fixed Income Pricing) $5,000,000 - $9,999,999.99: 0.70% (SMA Fixed Income Pricing) $10,000,000+: 0.70% (SMA Fixed Income Pricing) $0 - $49,999.99: 1.40% (SMA Other Pricing) $50,000 - $249,999.99: 1.40% (SMA Other Pricing) $250,000 - $499,999.99: 1.30% (SMA Other Pricing) $500,000 - $999,999.99: 1.20% (SMA Other Pricing) $1,000,000 - $1,999,999.99: 1.10% (SMA Other Pricing) $2,000,000 - $2,999,999.99: 1.05% (SMA Other Pricing) $3,000,000 - $4,999,999.99: 1.00% (SMA Other Pricing) $5,000,000 - $9,999,999.99: 0.95% (SMA Other Pricing) $10,000,000+: 0.90% (SMA Other Pricing) $0 - $49,999.99: 1.35% (UMA Pricing) $50,000 - $249,999.99: 1.35% (UMA Pricing) $250,000 - $499,999.99: 1.30% (UMA Pricing) $500,000 - $999,999.99: 1.15% (UMA Pricing) $1,000,000 - $1,999,999.99: 1.05% (UMA Pricing) $2,000,000 - $2,999,999.99: 0.95% (UMA Pricing) $3,000,000 - $4,999,999.99: 0.85% (UMA Pricing) $5,000,000 - $9,999,999.99: 0.80% (UMA Pricing) $10,000,000+: 0.75% (UMA Pricing)
Account minimum: $25,000 Fee-only: Program Fee ranges from 0.68% to 1.40% annually based on account size and program type; Manager fees range from 0.15% to 1.00%; some FSP programs charge a 0.02% Gateway Fee instead of Manager Fee.
545 Arsenal Street
Watertown, MA 02472
Massachusetts
Santander Securities, LLC
2021 - Present (5 years)
Santander Securities, LLC
2019 - 2021 (2 years)
Santander Bank, NA
2016 - Present (10 years)
Bobs Stores
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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