SSN ADVISORY, INC.

KNOXVILLE, Tennessee·10 registered advisors·CRD# 126090
SEC# 801-619896800-264-5499
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
241
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SSN ADVISORY, INC.

10 registered advisors
Barbara Catherine Mcnally
KNOXVILLE, Tennessee
Crystal Lee Godbee
KNOXVILLE, Tennessee
David Michael Coffey
KNOXVILLE, Tennessee
Gregory William Kalosieh
KNOXVILLE, Tennessee
Heath James Smargiasso
KNOXVILLE, Tennessee
Jayaprakash Mohanbhai Patel
KNOXVILLE, Tennessee
Jonathan Elmer Maas
KNOXVILLE, Tennessee
Michael Edward Neubeck
KNOXVILLE, Tennessee
Ronald Thomas Klimas
KNOXVILLE, Tennessee
Wade Shannon Wilkinson
KNOXVILLE, Tennessee
05

Office Locations

KNOXVILLE, Tennessee
10 advisors

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Data sourced from SEC Form ADV filings. SSN ADVISORY, INC. (CRD# 126090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.