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 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

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

    John Mulkern

    Chief Compliance OfficerCRD 4197230

  • Brian Schell

    Brian Schell

    EVP & Chief Financial OfficerCRD 4414042

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Contacts

3 of 79
  • Alberto Morina

    Lead Business Systems AnalystCRD 2509269

  • Andrew Mckeon

    Director of Financial OperationsCRD 1669055

  • Erin Szachta

    Erin Szachta

    Senior Client Relationship SpecialistCRD 3071570

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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