Ss&C Market Services, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 23568
- Registered since
- December 29, 1988
- Website
- www.ssctech.com
Firm profile
FINTRXOverview
Ss&C Market Services, LLC is organized as a limited liability company and has been registered with the SEC since 1988. The snapshot classifies ownership as a mix of a domestic entity and an individual and lists the firm's internal classification as "Unclassified." The firm's profile indicates it does not operate as a capital allocator and is not identified as an active ESG investor. The snapshot also flags it as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The source provides limited detail on the firm's specific advisory or business activities; the available fields focus on registration, ownership type and a set of binary flags about its advisory posture rather than on investment strategy or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4George Williams
Team CoordinatorCRD 6286891

John Mulkern
Chief Compliance OfficerCRD 4197230

Brian Schell
EVP & Chief Financial OfficerCRD 4414042
Contacts
3 of 79Alberto Morina
Lead Business Systems AnalystCRD 2509269
Andrew Mckeon
Director of Financial OperationsCRD 1669055

Erin Szachta
Senior Client Relationship SpecialistCRD 3071570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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