Harris D. Greene
SANTANDER SECURITIES LLC | Financial Advisor
Lebanon, PA 17042
Some features on this profile are disabled
CRD#: 3098393
Professional summary
Harris D Greene, who also goes by Harris David Greene, Harris Greene, is a registered financial advisor currently at SANTANDER SECURITIES LLC located in Lebanon, Pennsylvania.
Harris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Harris has worked at 8 firms and has passed the Series 66, Series 63, Series 82TO, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning Strategies
Retirement Income Strategies
Intergenerational Planning
Are you a "fiduciary"?
Yes
Aliases
Harris David Greene | Harris Greene
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.
CRS (Client Relationship Summary) - RIA
Click below to view Harris D Greene's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Harris D Greene's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 13, 2026 - Present
SANTANDER SECURITIES LLC
Office #1: 1241 Quentin Road, Lebanon, PA 17042Office #2: 1110 Cocoa Avenue, Hershey, PA 17033Office #3: 168 South 32nd Street, Camp Hill, PA 17011Office #4: 100 East King Street, Lancaster, PA 17602Office #5: 1677 Oregon Pike, Lancaster, PA 17601Office #6: 4900 Perkiomen Avenue, Reading, PA 19606Office #7: 798 East Simpson Street, Mechanicsburg, PA 17055Office #8: 401 North Enola Road, Enola, PA 17025Office #9: 4251 Union Deposit Road, Harrisburg, PA 17111Office #10: 269 Penrose Place, Carlisle, PA 17013Office #11: 1442 Bannister Street, York, PA 17404Office #12: 201 Dart Drive, Hanover, PA 17331Office #13: 499 Tyler Run Road, York, PA 17403Office #14: 100 Northern Way, York, PA 17402Office #15: 14655 Mount Airy Road, Shrewsbury, PA 17361RIA
BD
CRD#: 41791
Lebanon, PA
Current
January 13, 2026 - Present
SANTANDER SECURITIES LLC
Office #1: 1241 Quentin Road, Lebanon, PA 17042Office #2: 1110 Cocoa Avenue, Hershey, PA 17033Office #3: 168 South 32nd Street, Camp Hill, PA 17011Office #4: 100 East King Street, Lancaster, PA 17602Office #5: 1677 Oregon Pike, Lancaster, PA 17601Office #6: 4900 Perkiomen Avenue, Reading, PA 19606Office #7: 798 East Simpson Street, Mechanicsburg, PA 17055Office #8: 401 North Enola Road, Enola, PA 17025Office #9: 4251 Union Deposit Road, Harrisburg, PA 17111Office #10: 269 Penrose Place, Carlisle, PA 17013Office #11: 1442 Bannister Street, York, PA 17404Office #12: 201 Dart Drive, Hanover, PA 17331Office #13: 499 Tyler Run Road, York, PA 17403Office #14: 100 Northern Way, York, PA 17402Office #15: 14655 Mount Airy Road, Shrewsbury, PA 17361RIA
BD
CRD#: 41791
Lebanon, PA
Past
May 10, 2023 - January 7, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Camp Hill, PA
Past
May 9, 2023 - January 7, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Camp Hill, PA
Past
February 17, 2017 - June 28, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Mechanicsburg, PA
Past
February 16, 2017 - June 28, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Mechanicsburg, PA
Past
May 26, 2015 - February 6, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
CAMP HILL, PA
Past
April 14, 2015 - February 6, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
CAMP HILL, PA
Past
December 19, 2012 - February 6, 2015
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
HARRISBURG, PA
Past
July 16, 2008 - February 6, 2015
NYLIFE SECURITIES LLC
BD
CRD#: 5167
HARRISBURG, PA
Past
November 14, 2006 - April 28, 2008
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
CAMP HILL, PA
Past
January 27, 2004 - October 19, 2006
NYLIFE SECURITIES LLC
BD
CRD#: 5167
VIENNA, VA
Past
January 1, 1999 - August 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
TUCSON, AZ
Past
August 24, 1998 - November 6, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 24, 1998 - November 6, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/13/2026)
RR
Alaska(1/13/2026)
RR
Arizona(1/13/2026)
RR
Arkansas(1/13/2026)
RR
California(1/13/2026)
RR
Colorado(1/13/2026)
RR
Connecticut(1/13/2026)
RR
Delaware(1/13/2026)
RR
District of Columbia(1/13/2026)
RR
Florida(1/13/2026)
RR
Georgia(1/13/2026)
RR
Hawaii(1/13/2026)
RR
Idaho(1/13/2026)
RR
Illinois(1/13/2026)
RR
Indiana(1/13/2026)
RR
Iowa(1/13/2026)
RR
Kansas(1/13/2026)
RR
Kentucky(1/13/2026)
RR
Louisiana(1/13/2026)
RR
Maine(1/13/2026)
RR
Maryland(1/13/2026)
RR
Massachusetts(1/13/2026)
RR
Michigan(1/13/2026)
RR
Minnesota(1/13/2026)
RR
Mississippi(1/13/2026)
RR
Missouri(1/13/2026)
RR
Montana(1/13/2026)
RR
Nebraska(1/13/2026)
RR
Nevada(1/13/2026)
RR
New Hampshire(1/13/2026)
RR
New Jersey(1/13/2026)
RR
New Mexico(1/13/2026)
RR
New York(1/13/2026)
RR
North Carolina(1/13/2026)
RR
North Dakota(1/13/2026)
RR
Ohio(1/13/2026)
RR
Oklahoma(1/13/2026)
RR
Oregon(1/13/2026)
RR
Pennsylvania(1/13/2026)
IAR
Pennsylvania(1/13/2026)
RR
Rhode Island(1/13/2026)
RR
South Carolina(1/13/2026)
RR
South Dakota(1/13/2026)
RR
Tennessee(1/13/2026)
RR
Texas(1/13/2026)
RR
Utah(1/13/2026)
RR
Vermont(1/13/2026)
RR
Virginia(1/13/2026)
RR
Washington(1/13/2026)
RR
West Virginia(1/13/2026)
RR
Wisconsin(1/13/2026)
RR
Wyoming(1/13/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 5/10/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SANTANDER CAPITAL HOLDINGS, LLC | DIRECT OWNER | |
| BOWLER, DANIEL P | CHIEF FINANCIAL OFFICER | 5354805 |
| CARTER, LAWRENCE ANDREW | CHIEF COMPLIANCE OFFICER | 2113682 |
| NEURATH, DUSTIN | DIRECTOR | 8044630 |
| SCHMITZ, NICOLE | CHIEF OPERATIONS OFFICER | 2815862 |
| SMITH, MATTHEW PETER | NATIONAL BUSINESS DIRECTOR | 3209342 |
| SNYDER, JONATHAN ANDREW | PRESIDENT & CEO | 6514215 |
| VANNAH, JAMES DOUGLASS | CHIEF LEGAL OFFICER & SECRETARY | 5679595 |
| VILLANO, ALYSON NICOLE | DIRECTOR | 7473984 |
| WATSON, JONATHAN EDWARD | DIRECTOR | 7631421 |
Regulatory assets under management
| Total Number of Accounts | 10,401 |
| AUM (Assets Under Management) | $ 2,553,311,017 |
Disclosures
| Regulatory Event | 12 |
| Arbitration | 7 |
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
Financial AdvisorCRD#: 41791Lebanon, PA 17042TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
