AdvisorAssist: Detailed Company Information & Corporate Profile

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Summary

AdvisorAssist is a private company that has been in the industry for 20 years. The business currently specializes in Financial Services area. AdvisorAssist's headquarter is located at Marshfield, Massachusetts, USA. The number of employees is at least 1. Register with SignalHire to connect with AdvisorAssist employees and management.

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
Operating StatusIndependent Company

Competitors

Name
Founded
Type
Employees
2012- 100-200
2010- 1-10

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Length of Employment

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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
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Barbi Fennewald
Barbi FennewaldAssistant Vice President, Director of Outsourced Services
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Christopher Mortara
Christopher MortaraPartner, VP Senior Compliance Consultant
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Jennifer Krakower
Jennifer KrakowerPartner, Managing Director
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Connor Cruz
Connor CruzSenior Compliance Consultant
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Thomas Yates
Thomas YatesManaging Director
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Brian Young
Brian YoungPartner - Advisor Services
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Elise Keane
Elise KeaneSenior Compliance Consultant
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Carolyn Daley
Carolyn DaleyDirector, Compliance Services
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Emily Schimmels
Emily SchimmelsSenior Compliance Consultant, Outsourced Services
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James McGarry
James McGarryIncoming Compliance Consultant
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Patrick Oed
Patrick OedCompliance Consultant II
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Monica Cuellar
Monica CuellarJunior Consultant
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Caleb Peress
Caleb PeressCompliance Consultant
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Ryan Winn
Ryan WinnFinancial Analyst
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Marcus Forrester
Marcus ForresterConsultant II
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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.
AdvisorAssist has offices located in Marshfield, US.
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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