Connor Mahoney
Investment adviser representative at Santander Securities
10 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
10 years in the industry.
- Santander Securities, LLCMar 2025 to now
- Santander Bank, NAMar 2025 to now
- Strategic Advisers LLCMar 2025 to Mar 2025
- Fidelity InvestmentsJan 2023 to Mar 2025
- Sagepoint FinancialAug 2022 to Jan 2023
- Securian Advisors of New EnglandMar 2020 to Jan 2023
- Minnesota Life Insurance CompanyMar 2020 to Aug 2022
- Securian Financial Services IncMar 2020 to Aug 2022
- AthenahealthJun 2016 to Jul 2020
- Next Place LLCJul 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7238282
- Firm CRD
- 41791