AdvisorAssist Employee Directory

Q: Who are AdvisorAssist key employees?

Some of AdvisorAssist key employees are Jennifer Krakower , Christopher Mortara

AdvisorAssist corporate office is located in 892 Plain St Ste 10, Marshfield, Massachusetts, 02050, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Legal

Operations

Engineering & Technical

C-Suite

Finance

Key Employees of AdvisorAssist

JK
Jennifer Krako...
Partner, Managing Director
PhoneEmail
CM
Christopher Mo...
Vice President - Senior Compliance Consultant
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

AdvisorAssist Global Presence

Location	People at location
North America	11-50

Index of contact profiles from AdvisorAssist

Hundreds of professionals searching for AdvisorAssist have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KJ
Kelly Junga
Email Direct
Senior Compliance Consultant
United States , Massachusetts , Marshfield

CA
Conor Anderson
Email Direct
Partner - Head of Advisor Services
United States , Massachusetts , Marshfield

DF
Deborah Fabritz
Email Direct
Director of Professional Registration and Compliance Bureau
United States , Massachusetts , Marshfield

CP
Caleb Peress
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

GG
Grant Goodwin
Email Direct
Senior Consultant
United States , Massachusetts , Marshfield

AS
Alec Schiffman
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

PO
Patrick Oed
Email Direct
Compliance Consultant II
United States , Massachusetts , Marshfield

SB
Samuel Bianchi
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

CL
Cameron LaBree
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

RD
Raphael Dinh
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

CM
Christopher Mortara
Email Direct
Vice President - Senior Compliance Consultant
United States , Massachusetts , Marshfield

ES
Emily Schimmels
Email Direct
Senior Consultant, Advisor Testing
United States , Massachusetts , Marshfield

SG
Samuel Guy
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

JM
Jack Molito
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

BY
Brian Young
Email Direct
Partner - Advisor Services
United States , Massachusetts , Marshfield

JK
Jennifer Krakower
Email Direct
Partner, Managing Director
United States , Massachusetts , Marshfield

SW
Spencer Wood
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

CC
Connor Cruz
Email Direct
Senior Compliance Consultant
United States , Massachusetts , Marshfield

JG
Jacob Godshall
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

MF
Marcus Forrester
Email Direct
Consultant II
United States , Massachusetts , Marshfield

WA
William Anastos
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

EH
Eli Hession
Email Direct
Project Manager
United States , Massachusetts , Marshfield

CD
Carolyn Daley
Email Direct
Director, Compliance Services
United States , Massachusetts , Marshfield

CM
Colin Mackellar
Email Direct
Consultant
United States , Massachusetts , Marshfield

JG
Jack Gordon
Email Direct
Compliance Consultant
United States , Massachusetts , Marshfield

123

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Frequently Asked Questions Regarding AdvisorAssist Employees

How many employees does AdvisorAssist have?

AdvisorAssist has 11-50 employees

Who are AdvisorAssist key employees?

Some of AdvisorAssist key employees are Jennifer Krakower, Christopher Mortara

Where is AdvisorAssist located?

AdvisorAssist’s headquarters are located at 892 Plain St Ste 10, Marshfield, Massachusetts, 02050, United States

How do I contact AdvisorAssist?

AdvisorAssist Contact Info: Phone number: (617) 800-0388 Website: www.advisorassist.com

What does AdvisorAssist do?

AdvisorAssist is a management consulting firm dedicated to serving entrepreneurial investment advisory firms, providing comprehensive solutions for new, transitioning, and established registered investment advisor (RIA) firms. As a national leader in RIA registration, transition, and compliance support services, they offer actionable advice and exe... Read More

Is AdvisorAssist a public company?

AdvisorAssist is private company therefore does not currently have an official ticker symbol

See more information about AdvisorAssist Employees