Shareholders Service Group Information

View Top Employees from Shareholders Service Group

SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.

Website	https://www.ssgcustodian.com/
Employees	24 (12 on RocketReach)
Founded	1998
Address	9845 Emma Rd Ste 312, San Diego, California 92131, US
Phone	+1 800-380-7370
Industry	Financial Services
Web Rank	23 Million
Keywords	Registered Investment Advisor, Wealth Management Services, Custodian Services, Financial Advisor Support, Ria Technology, Affluent Client Services, Portfolio Management Support, Back Office Support, Account Management Services, Financial Technology Solutions, High Net Worth Clients, Investment Management Solutions, Advisor Technology Platform
Competitors	Schwab Advisor Services, Fidelity Investments, TD Ameritrade, ETRADE Bank c/o ETRADE Financial, LLC, Merrill Edge, Vanguard, Pershing, a BNY Mellon company, Ally, Robinhood, Zacks Investment Research +47 more (view full list)

Shareholders Service Group Questions

Who is the CEO of Shareholders Service Group?

Peter Mangan is the CEO of Shareholders Service Group.

How many people are employed at Shareholders Service Group?

12 people are employed at Shareholders Service Group.

Where is Shareholders Service Group based?

Shareholders Service Group is based in San Diego, California.

Top Shareholders Service Group Employees

Peter Mangan

Chief Executive Officer at Shareholders Service Group

San Diego, CA, US
1
- msn.com
2
- +1 858-530-XXXX
- +1 858-967-XXXX
Rolando Abagat

Senior Vice President and Chief Operating Officer at Shareholders Service Group

La Mesa, CA, US
1
- gmail.com
5+
- +1 619-330-XXXX
- +1 619-303-XXXX
- +1 619-757-XXXX
- +1 414-760-XXXX
- +1 619-697-XXXX
- +1 619-890-XXXX
Barry Boyte

EVP, Marketing at Shareholders Service Group

San Diego, CA, US
3
- +1 858-344-XXXX
- +1 773-468-XXXX
- +1 858-530-XXXX
Tim Morioka

VP Trading and Technology at Shareholders Service Group

California, United States
1
- yahoo.com
3
- +1 912-399-XXXX
- +1 858-361-XXXX
- +1 858-488-XXXX
Bill Cote

VP Operations at Shareholders Service Group

San Diego, CA, US
1
- gmail.com
1
- +1 619-618-XXXX
Barry Boyte

EVP, Sales and Marketing at Shareholders Service Group

San Diego, CA, US
3
- +1 800-380-XXXX
- +1 858-530-XXXX
- +1 858-344-XXXX
Conor Josten

Account Services Representative at Shareholders Service Group

San Diego, CA, US
1
- gmail.com
Raymond Nazzal

Equity and Fixed Income Specialist at Shareholders Service Group

Carlsbad, CA, US
3
- yahoo.com
- hotmail.com
- gmail.com
4
- +1 619-298-XXXX
- +1 760-438-XXXX
- +1 619-203-XXXX
- +1 619-890-XXXX
Stefan Thomas

Business Manager Marketing , Planning , Web Design , Admin Microsoft Office at Shareholders Service Group

Richmond, VA, US
1
- gmail.com
1
- +1 804-243-XXXX
Forrest Lighthart

Associate at Shareholders Service Group

San Diego, CA, US
1
- gmail.com
1
- +1 858-578-XXXX

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