F-SQUARED RETIREMENT SOLUTIONS, LLC

F-SQUARED RETIREMENT SOLUTIONS, LLC of WELLESLEY, MA is an SEC-registered investment adviser (CRD 157639). Regulatory assets under management: $81.6M.

Registration

Officers, owners & control persons (17)

NameRoleLocation
DAGAN LAURA PEELLEBOARD OF MANAGERS; CEO AND ELECTED MANAGER; ELECTED MANAGER (+2 more)
CELICO JAMES TCHIEF INVESTMENT SOLUTIONS OFFICER
SWANSON ANN MARIECHIEF COMPLIANCE OFFICER
CAREY WILLIAM CHARLESPRESIDENT
DESKAVICH DEBORAH LEECHIEF COMPLIANCE OFFICER; COO, CFO; MANAGING DIRECTOR, CFO, COO (+1 more)
PRESENT HOWARD BRIANMANAGER; MANAGING PARTNER; PRESIDENT AND CEO
MCCLELLAND GEORGE DUNCANMANAGER; VICE CHAIRMAN
FISHMAN VADIMCHIEF TECHNOLOGY OFFICER
TOMNEY RICHARD FRANCISMANAGING DIRECTOR, INVESTMENTS
RICCI STEPHEN JBOARD OF DIRECTORS; BOARD OF MANAGERS; ELECTED MANAGER (+1 more)
MANN THOMAS FREDERICKBOARD OF DIRECTORS; BOARD OF MANAGERS; ELECTED MANAGER (+1 more)
BROWN KARA JANICECHIEF COMPLIANCE OFFICER AND COUNSEL
FRENCH SHARONCHIEF DISTRIBUTION OFFICER
PHELPS DAVID NESTERCHIEF RESTRUCTURING OFFICER
D'ALELIO EDWARDELECTED MANAGER
FISHMAN MITCHELL BARRYVICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER
CALLAHAN BETSY ACHIEF FINANCIAL OFFICER

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