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 retail brokerage 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.

Reputational Capital Highlights

• 25+ Branch offices across 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.

  
  

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