# YHB RETIREMENT SERVICES, LLC

YHB RETIREMENT SERVICES, LLC of WEST HARTFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 129249
- Type: SEC-registered investment adviser
- SEC file number: 801-62475
- Location: 29 SOUTH MAIN STREET, SUITE 306, WEST, WEST HARTFORD, CT, 06107
- Phone: 860-561-7050
- Latest filing: 2007-02-13
- Regulatory AUM: $53.1M
- Non-discretionary AUM: $53.1M
- Clients: 6
- Accounts: 55

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| FISHMAN RONALD JAY | PRESIDENT MANAGER | — |
| MARTEL PAUL ROGER | VICE PRESIDENT | — |
| YOUELL GARY BRUCE | SECRETARY/TREASURER MANAGER | — |
| KELLEHER NEIL | MEMBER | — |
| BLISS RANDY | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129249/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129249/similar
- Related entities: https://search.stillhousedata.com/firm/129249/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129249

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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.