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 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
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 77ALBERTO 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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