# F-SQUARED RETIREMENT SOLUTIONS, LLC

F-SQUARED RETIREMENT SOLUTIONS, LLC of WELLESLEY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 157639
- Type: SEC-registered investment adviser
- SEC file number: 801-72396
- Location: 80 WILLIAM STREET, SUITE 400, WELLESLEY, MA, 02481
- Phone: 781-772-2777
- Latest filing: 2015-09-16
- Regulatory AUM: $81.6M
- Discretionary AUM: $81.6M
- Clients: 57
- Accounts: 1

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| [DAGAN LAURA PEELLE](https://search.stillhousedata.com/person/735317) | BOARD OF MANAGERS; CEO AND ELECTED MANAGER; ELECTED MANAGER (+2 more) | — |
| [CELICO JAMES T](https://search.stillhousedata.com/person/751730) | CHIEF INVESTMENT SOLUTIONS OFFICER | — |
| [SWANSON ANN MARIE](https://search.stillhousedata.com/person/753635) | CHIEF COMPLIANCE OFFICER | — |
| [CAREY WILLIAM CHARLES](https://search.stillhousedata.com/person/762974) | PRESIDENT | — |
| [DESKAVICH DEBORAH LEE](https://search.stillhousedata.com/person/774026) | CHIEF COMPLIANCE OFFICER; COO, CFO; MANAGING DIRECTOR, CFO, COO (+1 more) | — |
| [PRESENT HOWARD BRIAN](https://search.stillhousedata.com/person/774027) | MANAGER; MANAGING PARTNER; PRESIDENT AND CEO | — |
| [MCCLELLAND GEORGE DUNCAN](https://search.stillhousedata.com/person/774028) | MANAGER; VICE CHAIRMAN | — |
| [FISHMAN VADIM](https://search.stillhousedata.com/person/774029) | CHIEF TECHNOLOGY OFFICER | — |
| [TOMNEY RICHARD FRANCIS](https://search.stillhousedata.com/person/774030) | MANAGING DIRECTOR, INVESTMENTS | — |
| [RICCI STEPHEN J](https://search.stillhousedata.com/person/774031) | BOARD OF DIRECTORS; BOARD OF MANAGERS; ELECTED MANAGER (+1 more) | — |
| [MANN THOMAS FREDERICK](https://search.stillhousedata.com/person/776298) | BOARD OF DIRECTORS; BOARD OF MANAGERS; ELECTED MANAGER (+1 more) | — |
| [BROWN KARA JANICE](https://search.stillhousedata.com/person/813707) | CHIEF COMPLIANCE OFFICER AND COUNSEL | — |
| [FRENCH SHARON](https://search.stillhousedata.com/person/813804) | CHIEF DISTRIBUTION OFFICER | — |
| [PHELPS DAVID NESTER](https://search.stillhousedata.com/person/815449) | CHIEF RESTRUCTURING OFFICER | — |
| [D'ALELIO EDWARD](https://search.stillhousedata.com/person/819261) | ELECTED MANAGER | — |
| [FISHMAN MITCHELL BARRY](https://search.stillhousedata.com/person/822833) | VICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| [CALLAHAN BETSY A](https://search.stillhousedata.com/person/834193) | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157639/similar
- Related entities: https://search.stillhousedata.com/firm/157639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157639

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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.