Ss&C Market Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
84
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. Ownership is recorded in the dataset as involving both a domestic entity and an individual. The firm is classified as "unclassified" in the source, and the public record supplied here contains only high-level registry flags rather than a detailed description of its advisory offering or client segments. The dataset indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Fields for client base, fee structure, business activities, and advisory activities were not populated in the source material.

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
  • John Mulkern

    John Mulkern

    Chief Compliance OfficerCRD 4197230

  • Brian Schell

    Brian Schell

    EVP & Chief Financial OfficerCRD 4414042

  • Jason Joseph

    Team CoordinatorCRD 6118793

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Contacts

3 of 80
  • Patrick Williams

    Patrick Williams

    Retirement Account ManagerCRD 6777901

  • Shandy Chen

    Shandy Chen

    SupervisorCRD 6790932

  • Paul Crawshaw

    Paul Crawshaw

    Senior DirectorCRD 6881398

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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