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Dennis R. Williams

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CRD#: 2422900
DW

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.

Dennis Rhys Williams JR, who also goes by Dennis Alvarez, Dennis R. Williams, Dennis Rhys Williams, Dennis Rhys Williams Colon Jr, Dennis Williams Colon, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1999. Dennis had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dennis Alvarez | Dennis R. Williams | Dennis Rhys Williams | Dennis Rhys Williams Colon Jr | Dennis Williams Colon

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 7, 2012 - January 31, 2019

SANTANDER ASSET MANAGEMENT

RIA
CRD#: 109399
GUAYNABO, PR
Past

March 23, 2010 - January 8, 2015

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
BOSTON, MA
Past

October 14, 2003 - October 14, 2003

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
BOSTON, MA
Past

May 9, 2000 - January 8, 2015

SANTANDER SECURITIES LLC

BD
CRD#: 41791
BOSTON, MA
Past

January 11, 1999 - April 5, 2000

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

BD
CRD#: 13042
HATO REY, PR
Past

January 11, 1999 - April 5, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
IAR
Series 65
Date: 6/7/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
SANTANDER ASSET MANAGEMENT
SANTANDER ASSET MANAGEMENT | SANTANDER ASSET MANAGEMENT, LLC | SANTANDER ASSET MANAGEMENT CORP

CRD#: 109399 / SEC#: 801-56797

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Contact information


Main Address
Gam Tower 2 Tabonuco Street Suite 200, Guaynabo, PR 00968
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SAM BROCHURE MARCH 2021 (3/29/2021)

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 ASSET MANAGEMENT

CRD#: 109399

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