Financial guidance with clarity and care

Choosing to work with Santander Investment Services and one of our licensed Financial Advisors is an important, personal decision. Form CRS, short for Customer Relationship Summary, contains valuable information about Santander Investment Services and our Financial Advisors. Reading this summary, which you will find in PDF format below, can help you decide if Santander Investment Services is the right fit for you. Specifically, this summary is designed to help you better understand the following:

  • Types of products and services Santander Investment Services offers
  • Fees and costs of our investment products and services
  • Required standards of conduct associated with the investment products and services we offer
  • Ways you can obtain more information about Santander Investment Services and our Financial Advisors, including legal or disciplinary history
  • Conflicts of interest that exist between the products and services offered and how Santander Investment Services and our Financial Advisors are compensated


What to ask?

You will also find the kinds of questions you may find helpful to begin a conversation with a Santander Investment Services Financial Advisor. The questions address your relationship with Santander Investment Services, the advisor, fees and other associated costs, potential conflicts of interest and disciplinary information about our firm and our Financial Advisors you should consider.

Click here to review our Santander Investment Services Form CRS

Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a Registered Investment Adviser. Insurance is offered through Santander Securities LLC or its affiliates.

INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A BANK DEPOSIT

Santander Securities LLC U.S. registered representatives may only conduct business with residents of the states in which they are properly registered. Please note that not all of the investments and services mentioned on this website are available in every state.

The content on this website is intended for information/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. The information on this website does not constitute either tax or legal advice. Investors should consult with a financial, tax, or legal professional regarding their individual situation.

Investments are subject to risk, including the loss of principal. Because investment returns and principal values fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.

Third-party links are provided to you as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. Information on such sites, including third-party links contained within, should not be construed as an endorsement or adoption by Santander Securities LLC or Santander Investment Services of any kind.

SSLLC is registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board. An investor brochure that describes the protections available under MSRB rules and instructions on how to file a complaint with an appropriate regulatory authority can be found on the MSRB website at www.msrb.org.

Santander Investment Services is an affiliate of Santander Bank, N.A.