Matt Donovan
Financial advisor at Santander Securities · Boston, MA
Last updated 2026-10-10
Claim your profileMatt Donovan is a financial advisor at Santander Securities in Boston, MA, CRD 7377003. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2022-01-19.
Registration
- CRD number
- 7377003
- Registration status
- Active
- IAPD registration
- 2022-01-19
- Industry Experience
- 4 years
- Work Experience
- 12 years
- States registered
- MA, RI
Licenses and exams
- Series 63
- Series 66
Work history
- 2021-01 to 2022-01 · West Parts and Supply · Middleboro, MA
- 2020-01 to 2020-10 · Benchmark Senior Living · Franklin, MA
- 2019-03 to 2020-01 · Lcb Senior Living · Dartmouth, MA
- 2019-02 to 2019-06 · Primo Medical Group · Bridgewater, MA
- 2014-03 to 2019-04 · Atria Senior Living · Falmouth, MA
- 2021-08 to 2022-10 · Thrivent Investment Management Inc · Raynham, MA
- 2020-11 to 2020-12 · Unemployed · Raynham, MA
- 2022-01 to 2022-10 · Thrivent Financial · Appleton, WI
- 2022-10 to 2024-12 · Citizens Securities, Inc. · Westwood, MA
- 2024-12 to Present · Santander Bank, NA · Boston, MA
- 2024-12 to Present · Santander Securities, LLC · Boston, MA
Current employment
- Santander Securities LLC · Boston, MA
Santander Securities
- Regulatory AUM
- $3,140,983,898
- Registered advisors
- 160
- Offices
- 405
- Clients per advisor
- 69.5 (Moderate)
- Average AUM per client
- $282.4K (Low)
- High-net-worth client ratio
- 0.0% (Low)
Santander Securities: advisors, services and reported ETF investments
About
Matt Donovan is a financial advisor at Santander Securities LLC, operating as Santander Securities in Boston, MA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 4 years of industry experience and 12 years of reported work history. Reported roles include Santander Bank, NA, Citizens Securities, Inc., Thrivent Financial, Thrivent Investment Management Inc, among others.
Santander Securities' firm-level Form ADV reports 160 advisors across 405 offices; approximately 69.5 clients per advisor, average assets per client of $282,361, and regulatory AUM of $3.1B; client categories including Individuals (non-HNW), Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Other Advisory Service.
What this firm offers
Filed by Santander Securities on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Location
75 State Street, Boston, MA 02109
58 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 866-736-6475
- Website: santanderbank.com/personal/investing
Official record
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