San Blas Securities
We Help Advisors and Institutions See More
Opportunities and Meet Their Financial Goals
San Blas Securities is a leading investment banking, securities and independent wealth management firm committed to providing comprehensive financial solutions to institutions and
individuals. Enjoy the benefits of the right level of personalized service, resources and unique investment insights that deliver a competitive advantage for the advisors and institutional clients who work with us.
San Blas Securities is a full-service investment bank and independent advisor network.
Comprehensive Services
We build long-term relationships with our clients and advisors by
offering a wide range of services and innovative solutions tailored to
meet their unique needs.
Advisor Platforms Markets
Advisors benefit from our personalized execution by attention, investment insights, and superior backend support.
Capital
We deliver first-class experienced corporate and M&A professionals.
Public Finance
We serve as senior manager, co-executions manager, selling group member, and low-touch bookrunner for municipal debt issuers.
Sales & Trading
We provide the best-possible through high-touch algorithmic trading.
Reputational Capital Highlights
25+ Branch offices in the U.S. and Puerto Rico
$10B Advised, participated, and executed securities transactions
$17B Municipal bond deals in 2024
$1.4B+ AUM in retail client assets
25+ Experienced investment bankers
100+ Independent advisors
75+ Senior professionals
3,500+ Wealth management accounts
100+ Strategic partner relationships
9 Sectors covered by the Investment Banking team
We are registered with the Financial Industry Regulatory Authority (FINRA) and are members of the Securities Investor Protection Corporation (SIPC) and the Municipal Securities Rulemaking Board (MSRB). San Blas Securities uses RBC for clearing and custody.
Experience the San Blas Securities Difference
Why work with us?
San Blas Securities is an independent broker-dealer and RIA. We understand retail and wholesale advisory networks as well as capital markets and public finance.
By working harder, listening well and delivering the right resources, we give advisors and institutions a competitive advantage.
San Blas Securities is a leading minority-owned, national investment banking firm and one of the largest Minority Business Enterprise (MBE) broker-dealers
in the U.S. (by rep count).We are an independent firm, owned and operated internally.
Our unique, diverse, and integrated Capital Markets and Public Finance teams possess decades of experience serving U.S. corporate and municipal issuers.
You will value the sophisticated analysis that our Institutional teams can deliver to manage your risks more effectively.
We developed Engage, a proprietary back-end advisor portal to enhance and facilitate investment banking transactions. As a municipal market specialist, we cover traditional Tier 1 buyers, as well as Tier II, Tier III and Tier IV Tax-Exempt and Taxable accounts, many of whom are ignored by major Wall Street firms