SST Benefits Consulting
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 288129
- Registered since
- April 28, 2017
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
SST Benefits Consulting is an SEC-registered limited liability company that provides pension consulting and institutional advisory services. Registered in 2017, the firm operates as a non-discretionary consultant to institutional clients and bills on hourly and fixed-fee arrangements. SST identifies as an active ESG investor and lists relationships with other investment advisers, trust companies and insurance firms as part of its industry affiliations. The firm does not act as a capital allocator; its role centers on advising pension sponsors on investment strategy, manager selection and implementation rather than running discretionary portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2
Michael Lamena
Chief Executive OfficerCRD 2797064

Brian Yu
Chief Compliance OfficerCRD 5325544
Contacts
3 of 7
Michael Goss
Managing PartnerCRD 2557044

Carl Nelson
Executive Vice PresidentCRD 2243802

Brett Ronald Schneider
Executive Vice PresidentCRD 5636953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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