Sarah A Currier-Barrella

Employer firm

Santander Securities LLC CRD 41791

$3.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SPONSOR TO 3RD-PARTY WRAP FEE PROGRAM(S) OFFERED BY CUSTODIAN'S (NFS) ADVISORY PLATFORM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 09/2016
  Santander Securities, Llc
  Dorchester, MA
• 10/2016 → 10/2017
  Citizens Securities Inc.
  Canton, MA
• 10/2017 → 04/2022
  Citizens Securities, Inc.
  Westwood, MA
• 08/2022 → Present
  Santander Bank, Na
  Boston, MA
• 08/2022 → Present
  Santander Securities, Llc
  Dorchester, MA
• 04/2022 → 08/2022
  Td Bank
  Boston, MA

Previous Registrations

• 2017-01-09 → 2022-04-12
  Citizens Securities, Inc.
  Canton, MA
  Zelienople, PA
  Westwood, MA
• 2012-09-12 → 2016-10-03
  Santander Securities Llc
  Dorchester, MA
  Boston, MA
• 2005-08-19 → 2012-08-31
  Citizens Securities, Inc.
  Canton, MA
  Canton, MA
  Johnston, RI
  Quincy, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-09
• S63 Uniform Securities Agent State Law Examination
  1997-07-22

Designations

• Certified Financial Planner

Other Names

• Sarah Ayer Currier
• Sarah Ayer Currier
• Sarah Ayer Currier-Barrella
• Sarah Currierbarrella