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Andrea Migliaccio

Investment adviser representative at Santander Securities
13 yearsExperience
1 stateRegistered in
$3.1BFirm assets
27 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Santander Bank, NADec 2018 to now
  2. Santander Securities, LLCAug 2018 to now
  3. Citizens Securities, IncMar 2017 to Dec 2018
  4. Colchester Board of FinanceJan 2016 to Nov 2021
  5. Wells Fargo Advisors Financial Network, LLCOct 2013 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (CT).

Santander Securities

Legal name: Santander Securities LLC

$3.1BAssets managed
11,124Clients
160Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3157477
Firm CRD
41791
Advisor's SEC record (opens in a new tab)
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