Santander Securities Corporation Of Puerto Rico (San Juan)


Santander Securities Corporation Of Puerto Rico is a large advisory firm based in San Juan. It manages $96 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Puerto Rico.

Logo

Santander Securities Corporation Of Puerto Ri provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Santander Securities Corporation Of Puerto Ri: assets under management

The assets under management (AUM) of Santander Securities Corporation Of Puerto Rico is $96 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Santander Securities Corporation Of Puerto Rico for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Santander Securities Corporation Of Puerto Rico

Jose Gonzalez De Castejon has been acting as President since 1 May 2000. S.L. ("Ablasa") Administracion De Bancos Lationamericanos Santander joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jose Ramon Gonzalez Director, president 1 Jun 1997 Other 1121410
Jesus Francisco Mendez Director, managing director, cfo 1 Jan 1998 Other 1460779
Manuel Augusto Maurtua Director, senior vice president sales manager 1 Apr 1998 Other 1494886
Ivan Francisco Castaner Director, vice president operations manager 1 Apr 1998 Other 1138088
Carlos Miguel Garcia Director, senior vice president investment banking 1 Aug 1998 Other 2598129
Antonio Ramon Sifre Secretary 1 Feb 1999 Other 2792542
Jose Alberto Sosallorens Assistant secretary 1 Feb 1999 Other 2678554
Juan Arenado Arsuaga Chairman of the board, director 1 May 2000 Other xxx-xx-xxxx
Jose Gonzalez De Castejon Director 1 May 2000 Other xxx-xx-xxxx
S.L. ("Ablasa") Administracion De Bancos Lationamericanos Santander Sole shareholder 1 Oct 2000 75% - 100% 0

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
S.A. Banco Santander Central Hispano Parent company ablasa 1 Oct 2000 Other

Based in San Juan

The principal office where Santander Securities Corporation Of Puerto Rico performs its advisory services is located at 221 Ponce De Leon Ave Ste 600, San Juan, PR 00917 1825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 787-759-5330 or by fax 787-759-5366. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.santandersecurities.com.