Santiago Bonells

$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:

75 State Street Mail Code: Ma-Sst-Inv3, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-04-04

Branch Locations

830 Brickell Plaza Suite 2100, Miami, FL 33131 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Ft. Lauderdale	FL	06/2014	03/2022
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	03/2022
Santander Bank, Na	Boston	MA	03/2022	09/2025
Santander Securities, Llc	Dorchester	MA	04/2022	05/2023
Santander Securities, Llc	Dorchester	MA	05/2023	09/2025
Santander International Private Banking	Miami	FL	09/2025	Present
Santander Securities, Llc	Boston	MA	09/2025	Present

06/2014 → 03/2022

Morgan Stanley

Ft. Lauderdale, FL
01/2015 → 03/2022

Morgan Stanley Private Bank, National Association

New York, NY
03/2022 → 09/2025

Santander Bank, Na

Boston, MA
04/2022 → 05/2023

Santander Securities, Llc

Dorchester, MA
05/2023 → 09/2025

Santander Securities, Llc

Dorchester, MA
09/2025 → Present

Santander International Private Banking

Miami, FL
09/2025 → Present

Santander Securities, Llc

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-12