FIND A SS&C MARKET SERVICES, LLC FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at SS&C MARKET SERVICES, LLC
Looking for a Financial Advisor at SS&C MARKET SERVICES, LLC?
We have compiled every financial advisor who works at SS&C MARKET SERVICES, LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Overview
SS&C MARKET SERVICES, LLC is located at One Post Office Square 9th Floor, Boston, MA 02109 and was first established at Boston, New York in 01/12/2001. After operating for 25 years, SS&C MARKET SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SS&C MARKET SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. SS&C MARKET SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SS&C MARKET SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SS&C MARKET SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SS&C MARKET SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SS&C MARKET SERVICES, LLC Comes From
Understanding the Statistics for SS&C MARKET SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
No Information
No Information
FIRM INFORMATION
One Post Office Square 9th Floor, Boston, MA 02109
One Post Office Square 9th Floor, Boston, MA 02109
Small
(770) 370-4150
New York since 01/12/2001
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| SS&C GIDS, INC. | 100% OWNER | ||
| BECK, DANIEL BRIAN | PRESIDENT | 3025596 | |
| LONG, PATRICK JEROME | HEAD OF OPERATIONS | 6093124 | |
| MULKERN, JOHN JOSEPH JR. | CHIEF COMPLIANCE OFFICER AND SECRETARY | 4197230 | |
| SCHELL, BRIAN NORMAN | ASSISTANT SECRETARY | 4414042 | |
| STUCKY, TODD DOUGLAS | FINOP, PRINCIPAL FINANCIAL OFFICER | 1551348 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at SS&C MARKET SERVICES, LLC
Todd Douglas Stucky
Wai Chung Chan
Brian James Curley
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
