YHB RETIREMENT SERVICES, LLC
CRD #129249 SEC #801-62475 WEST HARTFORD, CT 860-313-5470
SEC Registered
Total AUM
$53.1M
Discretionary
$0
Employees
10
Clients
--
Accounts
55
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FISHMAN, RONALD, JAY | I | PRESIDENT MANAGER | C | Control |
| FISHMAN, RONALD, JAY | I | PRESIDENT MANAGER | C | Control |
| FISHMAN, RONALD, JAY | I | PRESIDENT MANAGER | C | Control |
| FISHMAN, RONALD, JAY | I | PRESIDENT MANAGER | C | Control |
| MARTEL, PAUL, ROGER | I | VICE PRESIDENT | C | Control |
| MARTEL, PAUL, ROGER | I | VICE PRESIDENT | C | Control |
| MARTEL, PAUL, ROGER | I | VICE PRESIDENT | C | Control |
| MARTEL, PAUL, ROGER | I | VICE PRESIDENT | C | Control |
| BLISS, RANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BLISS, RANDY | I | MEMBER | B | Control |
| KELLEHER, NEIL | I | MEMBER | B | Control |
| KELLEHER, NEIL | I | MEMBER | B | Control |
| KELLEHER, NEIL | I | MEMBER | B | Control |
| KELLEHER, NEIL | I | MEMBER | B | Control |
| YOUELL, GARY, BRUCE | I | SECRETARY/TREASURER MANAGER | B | Control |
| YOUELL, GARY, BRUCE | I | SECRETARY/TREASURER MANAGER | B | Control |
| YOUELL, GARY, BRUCE | I | SECRETARY/TREASURER MANAGER | B | Control |
| YOUELL, GARY, BRUCE | I | SECRETARY/TREASURER MANAGER | B | Control |
Registrations
Federal
IA
Feb 13, 2007 REGISTERED
Notice Filings (3)
CT MA NY
Address
29 SOUTH MAIN STREETSUITE 306
WEST HARTFORD, CT 6107
USA
Phone: 860-313-5470