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. Public filings and the FINTRX snapshot offer limited detail about the firm’s business model and client-facing activities: advisory activities, fee structures, and client segments are not disclosed in the available data. Ownership is listed as a combination of a domestic entity and individuals. The profile indicates the firm is not a capital allocator and does not identify itself as an active ESG investor. It is not a multi-state adviser and is not categorized as newly formed, a pension consultant, or a related adviser.

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

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