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LM

Lawrence P. Mcquaid

SS&C MARKET SERVICES
Braintree, MA 02184
CRD#: 2103093
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LM
Lawrence Patrick McquaidSS&C MARKET SERVICES

Professional summary

Lawrence Patrick Mcquaid, who also goes by Larry Mcquaid, Lary Mcquaid, is a registered financial professional currently at SS&C MARKET SERVICES, LLC located in Braintree, Massachusetts.

Lawrence is registered as a RR (Registered Representative) and started their career in finance in 1990. Lawrence has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Larry Mcquaid | Lary Mcquaid

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lawrence Patrick Mcquaid's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 25, 2016 - Present

SS&C MARKET SERVICES, LLC

Office #1: 30 Braintree Hill Park, Braintree, MA 02184
BD
CRD#: 23568
Braintree, MA
Past

March 13, 2014 - May 10, 2016

WMSI SECURITIES LLC

BD
CRD#: 134293
NEW YORK, NY
Past

March 16, 1998 - July 28, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 17, 1992 - March 23, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 4, 1990 - November 24, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(10/2/2024)
RR
Maine
(4/17/2024)
RR
Massachusetts
(4/25/2016)
RR
New Hampshire
(9/19/2024)
RR
New York
(11/30/2016)
RR
South Dakota
(4/9/2024)
RR
Vermont
(9/27/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 3/21/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/1/1998
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/13/2014
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 4/28/2014
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SM
SS&C MARKET SERVICES, LLC
AE SERVICES, INC. | WALL STREET PREFERRED MONEY MANAGERS, INC. | WALL STREET ADVISORS, LLC | WALL STREET ADVISORS, INC. | WALL STREET ADVISOR SERVICES, LLC | SS&C MARKET SERVICES, LLC | DST MARKET SERVICES, LLC

CRD#: 23568 / SEC#: , 8-40530

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
One Post Office Square 9th Floor, Boston, MA 02109
Mailing Address
One Post Office Square 9th Floor, Boston, MA 02109
Phone number
(770) 370-4150
Established
New York since 01/12/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
SS&C GIDS, INC.100% OWNER
BECK, DANIEL BRIANPRESIDENT3025596
LONG, PATRICK JEROMEHEAD OF OPERATIONS6093124
MULKERN, JOHN JOSEPH JR.CHIEF COMPLIANCE OFFICER AND SECRETARY4197230
PARSONS, ERIC TFINOP, PRINCIPAL FINANCIAL OFFICER5215115
SCHELL, BRIAN NORMANASSISTANT SECRETARY4414042

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SS&C MARKET SERVICES, LLC

CRD#: 23568Braintree, MA 02184

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