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SSARIS ADVISORS LLC
SSARIS ADVISORS LLC
WILTON, Connecticut
·
3 registered advisors
·
CRD# 114122
SEC# 801-60557
203-328-7200
01
Firm Overview
AUM
$325M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at SSARIS ADVISORS LLC
3 registered advisors
James Francis Tomeo
WILTON, Connecticut
CRD# 1626533
Mark (nmn) Rosenberg
WILTON, Connecticut
CRD# 404418
Robert Paul Covino
WILTON, Connecticut
CRD# 4143127
05
Office Locations
WILTON, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. SSARIS ADVISORS LLC (CRD# 114122) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.