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Thomas R. Maguire

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CRD#: 1059271
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Raymond Maguire, who also goes by Thomas Raymond Maguire III, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1982. Thomas had worked at 13 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Raymond Maguire Iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 19, 2012 - February 4, 2014

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
WICKFORD, RI
Past

September 19, 2012 - February 4, 2014

SANTANDER SECURITIES LLC

BD
CRD#: 41791
WICKFORD, RI
Past

July 25, 2011 - September 19, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
SMITHFIELD, RI
Past

July 25, 2011 - September 19, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
SMITHFIELD, RI
Past

April 13, 2011 - July 15, 2011

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

December 19, 2006 - May 12, 2009

RIVERSOURCE DISTRIBUTORS, INC.

BD
CRD#: 139135
NORTH KINGSTOWN, RI
Past

July 28, 1999 - December 31, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 28, 1999 - January 24, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

December 23, 1998 - July 28, 1999

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

January 1, 1997 - January 5, 1999

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
ST. CLOUD, MN
Past

March 30, 1995 - November 7, 1996

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

July 1, 1993 - April 21, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 12, 1991 - July 6, 1993

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

March 28, 1988 - April 17, 1990

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

December 12, 1985 - March 9, 1988

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
Past

September 14, 1982 - December 16, 1983

WADDELL & REED

BD
CRD#: 866
Past

August 10, 1982 - February 7, 1983

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SS
SANTANDER SECURITIES LLC
SANTANDER INVESTMENT SERVICES | SANTANDER SECURITIES LLC | SANTANDER SECURITIES CORPORATION OF PUERTO RICO | SANTANDER SECURITIES CORPORATION | SANTANDER SECURITIES

CRD#: 41791 / SEC#: 801-56796, 8-49571

RIA
Registered Investment Advisory firm - SEC (9/2/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/11/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SS
SANTANDER SECURITIES LLC
SANTANDER INVESTMENT SERVICES | SANTANDER SECURITIES LLC | SANTANDER SECURITIES CORPORATION OF PUERTO RICO | SANTANDER SECURITIES CORPORATION | SANTANDER SECURITIES

CRD#: 41791 / SEC#: 801-56796, 8-49571

RIA
Registered Investment Advisory firm - SEC (9/2/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
75 State Street Mail Code: Ma-sst-inv3, Boston, MA 02109
Mailing Address
75 State Street Mail Code: Ma-sst-inv3, Boston, MA 02109
Phone number
(866) 736-6475
Established
Delaware since 01/03/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
440

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

SSLLC FMAX ADVISORY PROGRAM WRAP FEE BROCHURE 11.2025 (11/5/2025)

Direct owners and executive officers


NamePositionCRD#
SANTANDER CAPITAL HOLDINGS, LLCDIRECT OWNER
BOWLER, DANIEL PCHIEF FINANCIAL OFFICER5354805
CARTER, LAWRENCE ANDREWCHIEF COMPLIANCE OFFICER2113682
CYLC, JOHN ALLAN IINATIONAL BUSINESS DIRECTOR2917559
NEURATH, DUSTINDIRECTOR8044630
SCHMITZ, NICOLECHIEF OPERATIONS OFFICER2815862
SNYDER, JONATHAN ANDREWPRESIDENT & CEO6514215
VANNAH, JAMES DOUGLASSCHIEF LEGAL OFFICER & SECRETARY5679595
VILLANO, ALYSON NICOLEDIRECTOR7473984
WATSON, JONATHAN EDWARDDIRECTOR7631421

Regulatory assets under management


Total Number of Accounts10,401
AUM (Assets Under Management)$ 2,553,311,017

Disclosures


Regulatory Event12
Arbitration7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SANTANDER SECURITIES LLC

CRD#: 41791

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