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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Connor Mahoney

Advisor at SANTANDER SECURITIES

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0126277-3c15-eaa0-032e-573616b5afdf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 19, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SANTANDER SECURITIES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 6, 2020
First registration: Oct 19, 2020
Dual registered: yes, broker-dealer
Other names: Connor Paul Mahoney
IAPD individual key: 7238282

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SANTANDER SECURITIES	Bd affiliated wealth	Apr 10, 2025	n/a	yes	Wellesley, MA\|Westwood, MA\|East Milton, MA\|Boston, MA\|DORCHESTER, MA\|Mattapan, MA\|Norwood, MA\|WEST ROXBURY, MA\|RANDOLPH, MA\|Dedham, MA\|Dorchester, MA\|Salem, NH\|Quincy, MA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 7, 2025	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 31, 2023	Mar 31, 2025	no	HINGHAM, MA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Aug 2, 2022	Jan 13, 2023	no	BRAINTREE, MA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 19, 2020	Aug 19, 2022	no	Braintree, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	SANTANDER SECURITIES	Apr 7, 2025	Apr 10, 2025	3	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
SAGEPOINT FINANCIAL, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 13, 2023	Jan 31, 2023	18	Firm change	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	SAGEPOINT FINANCIAL, INC.	Aug 19, 2022	Aug 2, 2022	-17	Firm change	RIA to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
15296:133763:MA:2022-08-19	Aug 19, 2022	Aug 2, 2022	BRAINTREE, MA	Firm change

Relationships

Registered with (5)

→ SANTANDER SECURITIESRegistered adviserregistration: current employment
Apr 10, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 7, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2023 to Mar 31, 2025factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Aug 2, 2022 to Jan 13, 2023factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 19, 2020 to Aug 19, 2022factForm ADV

Dated events

Occurred
Apr 7, 2025
Advisor changed firm
Connor Mahoney left Strategic Advisers Llc for Santander Securities (registered 2025-04-10)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2023
Advisor changed firm
Connor Mahoney left Sagepoint Financial, Inc. for Fidelity Personal And Workplace Advisors (registered 2023-01-31)
Form ADVobserved 4 days ago
Occurred
Aug 19, 2022
Advisor changed firm
Connor Mahoney left Securian Financial Services, Inc. for Sagepoint Financial, Inc. (registered 2022-08-02)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0126277-3c15-eaa0-032e-573616b5afdf
First observed: Oct 19, 2020
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Connor Mahoney

Advisor at SANTANDER SECURITIES

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0126277-3c15-eaa0-032e-573616b5afdf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:13 PM UTC and rebuilt at most every 15 minutes.