SSG Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
W Cnshohocken, Pennsylvania
CRD number
150750
Registered since
April 7, 2010

Firm profile

FINTRX

Overview

SSG Capital Advisors, LLC is organized as a limited liability company and is registered with the SEC since 2010. FINTRX classifies the firm as an investment bank and identifies ownership as a mix of a domestic entity and an individual. The snapshot data indicates the firm does not operate as a capital allocator and is not characterized as an active ESG investor. It is also not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied descriptive material about its business activities, advisory services, or manager allocation preferences to the data source, so public-facing detail about its service model and client segmentation is limited.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 13
  • Mark Chesen

    Mark Chesen

    Managing DirectorCRD 2775676

  • Matthew Karlson

    Matthew Karlson

    Founding Partner and Managing DirectorCRD 2901264

  • Michael Goodman

    Michael Goodman

    Managing DirectorCRD 3203097

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

W Cnshohocken, PA

Montgomery

Location

W Cnshohocken, PA

Headquartered in W Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
300 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth