SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC

SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC of ALISO VIEJO, CA is an SEC-registered investment adviser (CRD 288129). Regulatory assets under management: $524.1M.

Registration

Business model

Compensation: Hourly, Fixed.

Clients served: Pensions.

Officers, owners & control persons (25)

NameRoleLocation
Edward George O'MalleyDIRECTORNew York, NY
Brett Ronald SchneiderDIRECTOR; DIRECTOR - WEALTHSPIRE
Veronica Ei Chun MooDIRECTOR; DIRECTOR - WEALTHSPIRE
Michael Anthony LamenaCHIEF EXECUTIVE OFFICER - WEALTHSPIRE
Carl Edward NelsonPRESIDENT - WEALTHSPIRE
Michael Edmond GossDIRECTOR - WEALTHSPIRE
Robert Jay HilzenrathDIRECTOR - WEALTHSPIRE
Joel Barry ShapiroPRESIDENT; PRESIDENT - WEALTHSPIRE RETIREMENT
Hannah Rose DowlingASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT
Brian J YuCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT
CHAPMAN JOYCE ANNCOO
BJORDAHL BLAKE ALANCHIEF COMPLIANCE OFFICER
GIOVINAZZO VINCENT JOSEPHCEO
DELLAVEDOVA NICHOLAS DOMINICPRESIDENT
SCHNEIDER BRETT RONALDDIRECTOR
LIESER LORI MICHELLVICE PRESIDENT
LEE VERONICA DIANESR VICE PRESIDENT
ELVANDER JEFFREY SCOTTCHIEF INVESTMENT OFFICER
SHAPIRO JOEL BARRYPRESIDENT; SR VICE PRESIDENT OF ERISA COMPLIANCE
O'MALLEY EDWARD GEORGEDIRECTOR
MOO VERONICA EI CHUNDIRECTOR
TUGAW WILLIAM JERALDCHIEF COMPLIANCE OFFICER; PRINCIPAL
Dowling HannahASSISTANT VICE PRESIDENT
YU BRIAN JCHIEF COMPLIANCE OFFICER
DOWLING HANNAH ROSEASSISTANT VICE PRESIDENT

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