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 a limited liability company that operates as an institutional registered investment adviser focused on pension consulting. The firm was registered with the SEC in 2017 and positions itself as a consultant to institutional clients rather than a discretionary asset manager — it reports no role as a capital allocator and its AUM is entirely non‑discretionary. Fee arrangements are consultant‑style (hourly and fixed fees). The firm identifies as an active ESG investor and lists pension consulting alongside advisory relationships with other investment advisers, trust companies and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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