SS&C MARKET SERVICES, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
81
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 has been SEC-registered since 1988. Public records list its owner type as both a domestic entity and an individual and categorize the firm as "unclassified" for regulatory purposes. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also recorded as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Detailed descriptions of its advisory or business activities and client base are not provided in the available record.

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
  • GEORGE WILLIAMS

    Team CoordinatorCRD 6286891

  • JOHN MULKERN

    Chief Compliance OfficerCRD 4197230

  • BRIAN SCHELL

    EVP & Chief Financial OfficerCRD 4414042

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Contacts

3 of 77
  • ALBERTO MORINA

    Lead Business Systems AnalystCRD 2509269

  • ANDREW MCKEON

    Director of Financial OperationsCRD 1669055

  • ERIN SZACHTA

    Senior Client Relationship SpecialistCRD 3071570

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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