Ss&C Market Services, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
—
Advisory reps
84
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
23568
Registered since
December 29, 1988

Firm profile

FINTRX

Overview

Ss&C Market Services, LLC is organized as a limited liability company and is recorded as an SEC-registered entity since 1988. Public data classifies the firm as "unclassified" and identifies its owner type as a mix of a domestic entity and an individual. The firm's filings indicate it does not act as a capital allocator and it is not listed as an active ESG investor, a pension consultant, a multi-state adviser, a newly formed adviser, or a related adviser. There are no published descriptions of the firm's advisory activities, business lines, or client segments in the source data. The absence of disclosed business and advisory activity in the record suggests the firm either maintains a narrow/non-public-facing role within its corporate group or its services are recorded elsewhere in public filings.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • John Mulkern

    John Mulkern

    Chief Compliance OfficerCRD 4197230

  • Brian Schell

    Brian Schell

    EVP & Chief Financial OfficerCRD 4414042

  • Jason Joseph

    Team CoordinatorCRD 6118793

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Contacts

3 of 80
  • Patrick Williams

    Patrick Williams

    Retirement Account ManagerCRD 6777901

  • Shandy Chen

    Shandy Chen

    SupervisorCRD 6790932

  • Paul Crawshaw

    Paul Crawshaw

    Senior DirectorCRD 6881398

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Post Office Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth