WG
Waheed A. Gbadamosi
SANTANDER SECURITIES LLC
Boyertown, PA 19512
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CRD#: 7495010
WG
Professional summary
Waheed Abisoye Gbadamosi is a registered financial advisor currently at SANTANDER SECURITIES LLC located in Boyertown, Pennsylvania.
Waheed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Waheed has worked at 3 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. United States Army National Guard, Supply Specialist in the National Guard, non-investment related, start date 09/30/2015, Philadelphia PA, 16 hours monthly, none during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Waheed Abisoye Gbadamosi's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Waheed Abisoye Gbadamosi'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
February 25, 2025 - Present
SANTANDER SECURITIES LLC
Office #1: 742 East Philadelphia Avenue, Boyertown, PA 19512Office #2: 1224 Welsh Road, North Wales, PA 19454Office #3: 3802 Chestnut Street, Philadelphia, PA 19104Office #4: 110 West Lincoln Highway, Exton, PA 19341Office #5: 612 Fayette Street, Conshohocken, PA 19428Office #6: 140 Allendale Road, King Of Prussia, PA 19406Office #7: 8080 Old York Road, Elkins Park, PA 19027Office #8: Cheltenham Avenue And Easton Road, Wyncote, PA 19095Office #9: 1415 Old York Road, Abington, PA 19001Office #10: 101 East Olney Avenue, Philadelphia, PA 19120Office #11: 9808 Bustleton Avenue, Philadelphia, PA 19115Office #12: 1894 Bethlehem Pike, Flourtown, PA 19031Office #13: 1565 East High Street, Pottstown, PA 19464RIA
BD
CRD#: 41791
Boyertown, PA
Current
February 25, 2025 - Present
SANTANDER SECURITIES LLC
Office #1: 742 East Philadelphia Avenue, Boyertown, PA 19512Office #2: 1224 Welsh Road, North Wales, PA 19454Office #3: 3802 Chestnut Street, Philadelphia, PA 19104Office #4: 110 West Lincoln Highway, Exton, PA 19341Office #5: 612 Fayette Street, Conshohocken, PA 19428Office #6: 140 Allendale Road, King Of Prussia, PA 19406Office #7: 8080 Old York Road, Elkins Park, PA 19027Office #8: Cheltenham Avenue And Easton Road, Wyncote, PA 19095Office #9: 1415 Old York Road, Abington, PA 19001Office #10: 101 East Olney Avenue, Philadelphia, PA 19120Office #11: 9808 Bustleton Avenue, Philadelphia, PA 19115Office #12: 1894 Bethlehem Pike, Flourtown, PA 19031Office #13: 1565 East High Street, Pottstown, PA 19464RIA
BD
CRD#: 41791
Boyertown, PA
Past
November 11, 2022 - February 25, 2025
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
PHILADELPHIA, PA
Past
October 24, 2022 - February 25, 2025
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
PHILADELPHIA, PA
Past
June 21, 2022 - October 17, 2022
NYLIFE SECURITIES LLC
BD
CRD#: 5167
BALA CYNWYD, PA
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
New Jersey(5/13/2025)
RR
New York(5/13/2025)
RR
Pennsylvania(2/25/2025)
IAR
Pennsylvania(2/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/3/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/21/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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 |
| CYLC, JOHN ALLAN II | NATIONAL BUSINESS DIRECTOR | 2917559 |
| NEURATH, DUSTIN | DIRECTOR | 8044630 |
| SCHMITZ, NICOLE | CHIEF OPERATIONS OFFICER | 2815862 |
| 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
CRD#: 41791Boyertown, PA 19512TRUST BUT VERIFY
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