F Squared Retirement Solutions, LLC (Wellesley)

Name: F Squared Retirement Solutions, LLC
Address: 80 William Street, Wellesley, MA, 02481
Telephone: 781-772-2777

F Squared Retirement Solutions, LLC is a related adviser based in Wellesley. It manages $81.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Massachusetts, New Jersey, Texas, and Virginia.

F Squared Retirement Solutions provides portfolio management for businesses and institutional clients and index provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as index provider.

F Squared Retirement Solutions: assets under management

The assets under management (AUM) of F Squared Retirement Solutions, LLC is $81.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $81.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay F Squared Retirement Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at F Squared Retirement Solutions, LLC

William Charles Carey has been acting as President since 1 May 2011. Ann Marie Swanson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Deborah Lee Deskavich	Coo, cfo	1 Jun 2009	Other	2332639
Stephen J Ricci	Elected manager	1 Dec 2009	Other	5832357
Llc F Squared Investment Management	Member	1 Jul 2010	75% - 100%	300639247
Howard Brian Present	Managing partner	1 Jul 2010	Other	5507617
George Duncan Mcclelland	Vice chairman	1 Jul 2010	Other	4381361
Vadim Fishman	Chief technology officer	1 Jul 2010	Other	5507625
Deborah Lee Deskavich	Coo, cfo	1 Sep 2010	Other	2332639
Richard Francis Tomney	Managing director, investments	1 Sep 2010	Other	4570511
William Charles Carey	President	1 May 2011	Other	1261019
Mitchell Barry Fishman	Vice president of operations, chief compliance officer	1 Nov 2011	Other	3019963
Kara Janice Brown	Chief compliance officer and counsel	1 Apr 2013	Other	5030561
Betsy A Callahan	Chief financial officer	1 Jul 2014	Other	4613503
Laura Peelle Dagan	Ceo and elected manager	1 Nov 2014	Other	2771328
Edward D'alelio	Elected manager	1 Dec 2014	Other	6466262
Sharon French	Chief distribution officer	1 Mar 2015	Other	2360493
James T Celico	Chief investment solutions officer	1 Mar 2015	Other	2356996
Ann Marie Swanson	Chief compliance officer	1 Jul 2015	Other	4684405
David Nester Phelps	Chief restructuring officer	1 Jul 2015	Other	6529246

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Frederick Mann	Elected manager	1 Jul 2011	Other	1624771
Laura Peelle Dagan	Elected manager	1 Nov 2011	Other	2771328

Based in Wellesley

The principal office where F Squared Retirement Solutions, LLC performs its advisory services is located at 80 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Ewing, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-772-2777 or by fax 781-772-2780. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at f-squaredinvestments.com.