SUSTAINABLE INVESTMENT SOLUTIONS, LLC
Legal name: FINANCIAL SOLUTIONS ASSOCIATES
CRD #111456 SEC #801-120911 DEDHAM, MA 781-251-0505
SEC Registered
Total AUM
$136M
Discretionary
$136M
Employees
1
Clients
10
Accounts
158
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKE, ALEXANDER, EVAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, ALEXANDER, EVAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PODOLSKY, CANDACE, POOLE | I | TRUSTEE | NA | Control |
| PODOLSKY, CANDACE, POOLE | I | TRUSTEE | NA | Control |
| PODOLSKY, CANDACE, POOLE | I | TRUSTEE | NA | Control |
| PODOLSKY, CANDACE, POOLE | I | TRUSTEE | NA | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PODOLSKY, MARK, STERN | I | TRUSTEE | NA | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PODOLSKY, MARK, STERN | I | TRUSTEE | NA | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PODOLSKY, MARK, STERN | I | TRUSTEE | NA | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PODOLSKY, MARK, STERN | I | TRUSTEE | NA | Control |
| ALEXANDER E BURKE FAMILY TRUST | DE | MEMBER | E | Control |
| ALEXANDER E BURKE FAMILY TRUST | DE | MEMBER | E | Control |
| BURKE, ALEXANDER, EVAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURKE, ALEXANDER, EVAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BURKE, ALEXANDER, EVAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MARK S. PODOLSKY REVOCABLE TRUST DATED 8-23-10 (AS AMENDED ON 9-29-11) | DE | DIRECT OWNER & MANAGING MEMBER | E | Control |
| MARK S. PODOLSKY REVOCABLE TRUST DATED 8-23-10 (AS AMENDED ON 9-29-11) | DE | DIRECT OWNER & MANAGING MEMBER | E | Control |
| MARK S. PODOLSKY REVOCABLE TRUST DATED 8-23-10 (AS AMENDED ON 9-29-11) | DE | DIRECT OWNER & MANAGING MEMBER | E | Control |
| MARK S. PODOLSKY REVOCABLE TRUST DATED 8-23-10 (AS AMENDED ON 9-29-11) | DE | DIRECT OWNER & MANAGING MEMBER | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | INVESTMENT ADVISOR | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PODOLSKY, MARK, STERN | I | MANAGING MEMBER | E | Control |
| PODOLSKY, MARK, STERN | I | CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BURKE, ALEXANDER, EVAN | I | ALEXANDER E BURKE FAMILY TRUST | F | Control |
| PODOLSKY, CANDACE, POOLE | I | MARK S. PODOLSKY REVOCABLE TRUST | D | |
| PODOLSKY, MARK, STERN | I | MARK S PODOLSKY REVOCABLE TRUST | D | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (7)
CA FL MA ME NH NY TX
Address
990 WASHINGTON STSUITE 317
DEDHAM, MA 02026
United States
Phone: 781-251-0505