Ss&C Market Services, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
83
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 recorded as a limited liability company that first registered with the SEC in 1988. The firm is listed as owned by a domestic entity/individual and is classified in the source data as "Unclassified." The registry notes the firm is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source does not supply descriptive entries for the firm's advisory activities, business activities, fee structure, or client base, so public-facing details about its service model and target clients are not available from the provided dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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 79
  • 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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