RIA Intelligence

F-SQUARED RETIREMENT SOLUTIONS, LLC

Legal name: F-SQUARED RETIREMENT SOLUTIONS

CRD #157639 SEC #801-72396 WELLESLEY, MA 781-772-2777
SEC Registered Disclosures
Total AUM
$75.5M
Discretionary
$75.5M
Employees
115
Clients
--
Accounts
1
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 23, 2014
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
BROWN, KARA, JANICEICHIEF COMPLIANCE OFFICER AND COUNSELNA Control
CALLAHAN, BETSY, AICHIEF FINANCIAL OFFICERNA Control
CALLAHAN, BETSY, AICHIEF FINANCIAL OFFICERNA Control
CAREY, WILLIAM, CHARLESIPRESIDENTNA Control
CAREY, WILLIAM, CHARLESIPRESIDENTNA Control
CAREY, WILLIAM, CHARLESIPRESIDENTNA Control
CELICO, JAMES, TICHIEF INVESTMENT SOLUTIONS OFFICERNA Control
CELICO, JAMES, TICHIEF INVESTMENT SOLUTIONS OFFICERNA Control
D'ALELIO, EDWARDIELECTED MANAGERNA Control
D'ALELIO, EDWARDIELECTED MANAGERNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEICEO AND ELECTED MANAGERNA Control
DAGAN, LAURA, PEELLEICEO AND ELECTED MANAGERNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEICEO AND ELECTED MANAGERNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEICEO AND ELECTED MANAGERNA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIPRESIDENT AND CEONA Control
DAGAN, LAURA, PEELLEIBOARD OF MANAGERSNA Control
DAGAN, LAURA, PEELLEIPRESIDENT AND CEONA Control
DESKAVICH, DEBORAH, LEEICHIEF COMPLIANCE OFFICERNA
DESKAVICH, DEBORAH, LEEICHIEF COMPLIANCE OFFICERNA
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEICOO, CFONA Control
DESKAVICH, DEBORAH, LEEICOO, CFONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEICOO, CFONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEICOO, CFONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, CFO, COONA Control
DESKAVICH, DEBORAH, LEEIMANAGING DIRECTOR, COONA Control
FISHMAN, MITCHELL, BARRYIVICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICERNA Control
FISHMAN, MITCHELL, BARRYIVICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICERNA Control
FISHMAN, MITCHELL, BARRYIVICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICERNA Control
FISHMAN, MITCHELL, BARRYIVICE PRESIDENT OF OPERATIONS, CHIEF COMPLIANCE OFFICERNA Control
FISHMAN, VADIMICHIEF TECHNOLOGY OFFICERNA Control
FISHMAN, VADIMICHIEF TECHNOLOGY OFFICERNA Control
FISHMAN, VADIMICHIEF TECHNOLOGY OFFICERNA Control
FISHMAN, VADIMICHIEF TECHNOLOGY OFFICERNA Control
FISHMAN, VADIMICHIEF TECHNOLOGY OFFICERNA Control
FISHMAN, VADIMICHIEF TECHNOLOGY OFFICERNA Control
FISHMAN, VADIMICHIEF TECHNOLOGY OFFICERNA Control
FRENCH, SHARONICHIEF DISTRIBUTION OFFICERNA Control
FRENCH, SHARONICHIEF DISTRIBUTION OFFICERNA Control
FRENCH, SHARONICHIEF DISTRIBUTION OFFICERNA Control
FRENCH, SHARONICHIEF DISTRIBUTION OFFICERNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIELECTED MANAGERNA Control
MANN, THOMAS, FREDERICKIELECTED MANAGERNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF MANAGERSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIELECTED MANAGERNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIELECTED MANAGERNA Control
MANN, THOMAS, FREDERICKIBOARD OF MANAGERSNA Control
MANN, THOMAS, FREDERICKIBOARD OF MANAGERSNA Control
MANN, THOMAS, FREDERICKIBOARD OF DIRECTORSNA Control
MANN, THOMAS, FREDERICKIBOARD OF MANAGERSNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
MCCLELLAND, GEORGE, DUNCANIVICE CHAIRMANNA Control
PHELPS, DAVID, NESTERICHIEF RESTRUCTURING OFFICERNA Control
PHELPS, DAVID, NESTERICHIEF RESTRUCTURING OFFICERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIPRESIDENT AND CEONA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
PRESENT, HOWARD, BRIANIPRESIDENT AND CEONA Control
PRESENT, HOWARD, BRIANIMANAGING PARTNERNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIELECTED MANAGERNA Control
RICCI, STEPHEN, JIELECTED MANAGERNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF MANAGERSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIELECTED MANAGERNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIELECTED MANAGERNA Control
RICCI, STEPHEN, JIBOARD OF MANAGERSNA Control
RICCI, STEPHEN, JIBOARD OF MANAGERSNA Control
RICCI, STEPHEN, JIBOARD OF DIRECTORSNA Control
RICCI, STEPHEN, JIBOARD OF MANAGERSNA Control
SWANSON, ANN MARIEICHIEF COMPLIANCE OFFICERNA Control
SWANSON, ANN MARIEICHIEF COMPLIANCE OFFICERNA Control
TOMNEY, RICHARD, FRANCISIMANAGING DIRECTOR, INVESTMENTSNA Control
TOMNEY, RICHARD, FRANCISIMANAGING DIRECTOR, INVESTMENTSNA Control
TOMNEY, RICHARD, FRANCISIMANAGING DIRECTOR, INVESTMENTSNA Control
TOMNEY, RICHARD, FRANCISIMANAGING DIRECTOR, INVESTMENTSNA Control
TOMNEY, RICHARD, FRANCISIMANAGING DIRECTOR, INVESTMENTSNA Control
TOMNEY, RICHARD, FRANCISIMANAGING DIRECTOR, INVESTMENTSNA Control
TOMNEY, RICHARD, FRANCISIMANAGING DIRECTOR, INVESTMENTSNA Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEMEMBERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEMEMBERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEMEMBERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEMEMBERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control
F-SQUARED INVESTMENT MANAGEMENT, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
D'ALELIO, EDWARDIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
D'ALELIO, EDWARDIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
DAGAN, LAURA, PEELLEIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MANN, THOMAS, FREDERICKIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
MCCLELLAND, GEORGE, DUNCANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
PRESENT, HOWARD, BRIANIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control
RICCI, STEPHEN, JIF-SQUARED INVESTMENT MANAGEMENT, LLCF Control

Registrations

Federal

IA
Dec 23, 2014 REGISTERED

Notice Filings (5)

GA MA NJ TX VA

Address

80 WILLIAM STREET
SUITE 400
WELLESLEY, MA 02481
United States
Phone: 781-772-2777