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 is recorded as an SEC-registered entity since 1988. Public data classifies the firm as "unclassified" and identifies its owner type as a mix of a domestic entity and an individual. The firm's filings indicate it does not act as a capital allocator and it is not listed as an active ESG investor, a pension consultant, a multi-state adviser, a newly formed adviser, or a related adviser. There are no published descriptions of the firm's advisory activities, business lines, or client segments in the source data. The absence of disclosed business and advisory activity in the record suggests the firm either maintains a narrow/non-public-facing role within its corporate group or its services are recorded elsewhere in public filings.
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 4
John Mulkern
Chief Compliance OfficerCRD 4197230

Brian Schell
EVP & Chief Financial OfficerCRD 4414042
Jason Joseph
Team CoordinatorCRD 6118793
Contacts
3 of 80
Patrick Williams
Retirement Account ManagerCRD 6777901
Shandy Chen
SupervisorCRD 6790932

Paul Crawshaw
Senior DirectorCRD 6881398
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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