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LINK SHAREHOLDER SERVICES, LLC
LINK SHAREHOLDER SERVICES, LLC
BROOKLYN, New York
·
2 registered advisors
·
CRD# 166366
SEC# 801-77569
855-427-8797
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at LINK SHAREHOLDER SERVICES, LLC
2 registered advisors
Christopher Paul Terenzi
BROOKLYN, New York
CRD# 1619938
David Leigh Becker
BROOKLYN, New York
CRD# 1725561
05
Office Locations
BROOKLYN, New York
2 advisors
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Data sourced from SEC Form ADV filings. LINK SHAREHOLDER SERVICES, LLC (CRD# 166366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.