AdvisorAssist: Detailed Company Information & Corporate Profile

Contact top employees from AdvisorAssist

Summary

AdvisorAssist is a private company that has been in the industry for 20 years. The company currently specializes in the Financial Services area. The position of the Founder & CEO is occupied by Christopher Winn. Its headquarters is located at Marshfield, Massachusetts, USA. The number of employees ranges from 1 to 25. The annual revenue of AdvisorAssist varies between 10M and 50M. Total funding of the company - $150K. To connect with AdvisorAssist employee register on SignalHire.

AdvisorAssist WebsiteAdvisorAssist.com
Social Links
facebooklinkedIntwitter
Phone Number617-800-0388
Industries
AdvisorAssist Headquarters address892 Plain St, Marshfield, Massachusetts, 02050 US
Company Size10-50 employees
SpecialtiesRIA Compliance, RIA Registration, Breakaway Advisors, Fee-Based Advisor, CCO Support, RIA Transition Strategy, Business Planning, Outsourced Services
SIC Code8742
DMA CodeGreater Boston
Founded2006
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company

Competitors

Name
Founded
Type
Employees
Revenue
Funding
2012- 100-200 41.3M $-
2010- 1-10 1.9M $0

Workforce Turnover

Number of staff members switched

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Total employee turnover

Corporate Tenure Analytics

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AdvisorAssist's workforce includes employees across a wide range of tenure levels.

22% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years33% have been with the company for 5 to 7 years33% have been with the company for 8 to 10 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from AdvisorAssist
Conor Anderson
Conor AndersonManaging Partner & Head of Staff at AdvisorAssist
Phone (1)
+1-***-***-2239
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Barbi Fennewald
Barbi FennewaldAssistant Vice President, Director of Outsourced Services
Phone (1)
+1-***-***-4860
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Christopher Mortara
Christopher MortaraPartner, VP Senior Compliance Consultant
Email (3)
m***@aol.com , m***@gmail.com , m***@cantella.com
Phone (3)
+1-623-***-**25 , +1-520-***-**45 , ...
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Jennifer Krakower
Jennifer KrakowerPartner, Managing Director
Email (5)
j*******r@advisorassist.com , j***************r@lfg.com , j*******r@gmail.com , ...
Phone (1)
+1-***-***-1004
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Connor Cruz
Connor CruzSenior Compliance Consultant
Email (2)
c***@yahoo.com , c***@hotmail.com
Phone (3)
+1-520-***-**17 , +1-909-***-**22 , ...
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Thomas Yates
Thomas YatesManaging Director
Phone (1)
+1-***-***-4809
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Brian Young
Brian YoungPartner - Advisor Services
Phone (1)
+1-***-***-9958
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Elise Keane
Elise KeaneSenior Compliance Consultant
Email (4)
****@marshfieldcc.com , ****@hotmail.com , ****@yahoo.com , ...
Phone (2)
+1-520-***-**61 , +1-623-***-**70
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Carolyn Daley
Carolyn DaleyDirector, Compliance Services
Phone (1)
+1-***-***-3720
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Emily Schimmels
Emily SchimmelsSenior Compliance Consultant, Outsourced Services
Phone (1)
+1-***-***-9266
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James McGarry
James McGarryIncoming Compliance Consultant
Email (2)
j******y@tauck.com , m*********1@gmail.com
Phone (1)
+1-***-***-9481
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Patrick Oed
Patrick OedCompliance Consultant II
Phone (1)
+1-***-***-8644
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Nina Medis
Nina MedisJunior Compliance Consultant
Phone (1)
+1-***-***-6202
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Caleb Peress
Caleb PeressCompliance Consultant
Email (4)
p***@llxsolutions.com , p***@aol.com , p***@hotmail.com , ...
Phone (2)
+1-480-***-**47 , +1-480-***-**23
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Ryan Winn
Ryan WinnAdvisor
Phone (1)
+1-***-***-0760
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Marcus Forrester
Marcus ForresterConsultant II
Email (4)
m***@aol.com , f***@coastalheritagebank.com , f***@gmail.com , ...
Phone (1)
+1-870-***-**82
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AdvisorAssist Corporate Information: FAQ

AdvisorAssist operates in the Finance industries. More details can be found on the official website: AdvisorAssist.com.
The headquarters of AdvisorAssist are located in Marshfield, United States.
The current CEO of AdvisorAssist is Christopher Winn
You can contact AdvisorAssist by phone at 617-800-0388.
AdvisorAssist currently employs 10-50 people.
AdvisorAssist's revenue is approximately 22M.
Well-known competitors of AdvisorAssist include NewGen Strategies & Solutions and Advisor Guidance.

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