# SSN ADVISORY, INC.

SSN ADVISORY, INC. of KNOXVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 126090
- Type: SEC-registered investment adviser
- SEC file number: 801-61989
- Location: 9729 COGDILL ROAD, SUITE 301, KNOXVILLE, TN, 37932
- Phone: 800-264-5499
- Latest filing: 2020-08-14
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $390.7M
- Clients: 241
- Accounts: 13,989

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| COFFEY DAVID LEE | OWNER | — |
| HOLLINGSWORTH CARL DAVID | PRESIDENT | — |
| NEUBECK MICHAEL EDWARD | EXECUTIVE VICE PRESIDENT | — |
| WILKINSON WADE SHANNON | PRESIDENT; PRESIDENT AND CEO; VICE PRESIDENT | — |
| KLIMAS RONALD THOMAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT OF COMPLIANCE; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER (+4 more) | — |
| PATEL JAYAPRAKASH M | SENIOR VICE PRESIDENT OF ACCOUNTING; VICE PRESIDENT OF ACCOUNTING | — |
| CALLOWAY KATRINA LOU | ASSISTANT VICE PRESIDENT AND CLIENT SERVICES MANAGER | — |
| MAAS JONATHAN ELMER | AVP OF TRADING; VICE PRESIDENT, TRADING | — |
| BAXLEY JOHN DOUGLAS | VICE PRESIDENT, ASSISTANT DIRECTOR OF COMPLIANCE; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| SCHLUETER MATTHEW ADAM | DIRECTOR | — |
| PRICE JAMES DALE | CHAIRMAN | — |
| SMARGIASSO HEATH JAMES | CHIEF COMPLIANCE OFFICER OF SSNAI; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER OF SSNAI | — |
| MCNALLY BARBARA CATHERINE | VICE PRESIDENT OF OPERATIONS | — |
| BELLAIRE DAVID THOMAS | VICE PRESIDENT OF OPERATIONS AND COUNSEL | — |
| GIOVANNIELLO JOSEPH | DIRECTOR | — |
| BLANCATO PHILIP SALVATORE | DIRECTOR | — |
| COFFEY DAVID MICHAEL | TRUSTEE | — |
| KAUFMAN BRETT H | DIRECTOR | — |
| MALAMED ADAM SCOTT | DIRECTOR | — |
| KALOSIEH GREGORY W | VICE PRESIDENT OF SALES AND MARKETING | — |
| PATEL JAYAPRAKASH MOHANBHAI | SENIOR VICE PRESIDENT OF ACCOUNTING | — |
| GIOVANNIELLO JOSEPH NA | DIRECTOR | — |
| KAUFMAN BRETT HEATH | DIRECTOR | — |
| KALOSIEH GREGORY WILLIAM | VICE PRESIDENT OF SALES AND MARKETING | — |
| GODBEE CRYSTAL LEE | VICE PRESIDENT OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126090/similar
- Related entities: https://search.stillhousedata.com/firm/126090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126090

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.