LINK SHAREHOLDER SERVICES, LLC

BROOKLYN, New York·2 registered advisors·CRD# 166366
SEC# 801-77569855-427-8797
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 PlanningInvestment ManagementFee-Only Advisory
04

Advisors at LINK SHAREHOLDER SERVICES, LLC

2 registered advisors
Christopher Paul Terenzi
BROOKLYN, New York
David Leigh Becker
BROOKLYN, New York
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.