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Shareholders Service Group (“SSG”) Account Agreement and Form CRS-Customer Relationship Summary

By SSG Institutional|February 11th, 2020|

Shareholders Service Group (“SSG”) Business Continuity Plan (BCP)

By SSG Institutional|February 11th, 2020|

Shareholders Service Group (“SSG”) Privacy Policy

By SSG Institutional|February 11th, 2020|

MSRB Regulatory Disclosure

By SSG Institutional|February 11th, 2020|

Disclosure for New Accounts (Formerly NYSE Rule 382 Disclosure) (New Account Disclosure Document)

By SSG Institutional|February 11th, 2020|

About SSG

SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.

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9845 Erma Road, Suite 312
San Diego, CA 92131

Phone: (800) 380.7370 or (858) 530.1031
Fax: (858) 530.1820
Email: info@ssginstitutional.com

Customer Relationship Summary

Check the background of Shareholders Service Group or one of its registered representatives on FINRA’s BrokerCheck.

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