FIS FINANCIAL STRATEGIES LLC
CRD #173244 SEC #801-80661 GENEVA, IL 630-482-7100
SEC Registered
Total AUM
--
Discretionary
--
Employees
38
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 7, 2016
- 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 |
|---|---|---|---|---|
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMIS, JENEL, CARIMA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISRAEL, RICHARD, ALAN | I | CFO | NA | Control |
| ISREAL, RICHARD, ALAN | I | CFO | NA | Control |
| LEDONNE, SARAH, R | I | CCO | NA | Control |
| LEDONNE, SARAH, R | I | CCO | NA | Control |
| LEDONNE, SARAH, R | I | CCO | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| PARRY, WILLIAM, SCOTT | I | PRESIDENT, CEO, MANAGER | NA | Control |
| RICHARD, ISRAEL, ALAN | I | CFO | NA | Control |
| RICHARD, ISRAEL, ALAN | I | CFO | NA | Control |
| RICHARD, ISRAEL, ALAN | I | CFO | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| ROGALSKI, MICHAEL, BRUNO | I | EVP, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| SANTELLA, ROBERT, ANTHONY | I | COO, MANAGER | NA | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| FIS INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| SUNGARD INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| SUNGARD INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| SUNGARD INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| SUNGARD INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| SUNGARD INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
| SUNGARD INVESTMENT VENTURES, LLC | DE | SOLE CLASS A MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | SUNGARD, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | SUNGARD, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | FIS SG, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | FIS SG, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | SUNGARD HOLDING CORP. | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | FIS SG, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | FIS SG, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | FIS SG, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | FIS SG, LLC | E | Control |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | DE | SUNGARD HOLDING CORP. | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS DATA SYSTEMS INC. | DE | FIS INVESTMENT VENTURES LLC | E | Control |
| FIS SG, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
| FIS SG, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
| FIS SG, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
| FIS SG, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
| FIS SG, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
| FIS SG, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
| SUNGARD CAPITAL CORP. | DE | SUNARD CAPITAL CORP. II | E | Control |
| SUNGARD CAPITAL CORP. | DE | SUNARD CAPITAL CORP. II | E | Control |
| SUNGARD CAPITAL CORP. | DE | SUNARD CAPITAL CORP. II | E | Control |
| SUNGARD CAPITAL CORP. | DE | SUNARD CAPITAL CORP. II | E | Control |
| SUNGARD CAPITAL CORP. II | DE | SUNGARD HOLDING CORP. | E | Control |
| SUNGARD CAPITAL CORP. II | DE | SUNGARD HOLDING CORP. | E | Control |
| SUNGARD CAPITAL CORP. II | DE | SUNGARD HOLDING CORP. | E | Control |
| SUNGARD CAPITAL CORP. II | DE | SUNGARD HOLDING CORP. | E | Control |
| SUNGARD DATA SYSTEMS INC. | DE | SUNGARD INVESTMENT VENTURES LLC | E | Control |
| SUNGARD DATA SYSTEMS INC. | DE | SUNGARD INVESTMENT VENTURES LLC | E | Control |
| SUNGARD DATA SYSTEMS INC. | DE | SUNGARD INVESTMENT VENTURES LLC | E | Control |
| SUNGARD DATA SYSTEMS INC. | DE | SUNGARD INVESTMENT VENTURES LLC | E | Control |
| SUNGARD DATA SYSTEMS INC. | DE | SUNGARD INVESTMENT VENTURES LLC | E | Control |
| SUNGARD DATA SYSTEMS INC. | DE | SUNGARD INVESTMENT VENTURES LLC | E | Control |
| SUNGARD HOLDCO LLC | DE | SUNGARD DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | SUNGARD DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | SUNGARD DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | SUNGARD DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | SUNGARD DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | SUNGARD DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDCO LLC | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | SUNGARD HOLDCO LLC | E | Control |
| SUNGARD HOLDING CORP. | DE | FIS DATA SYSTEMS INC. | E | Control |
| SUNGARD, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
| SUNGARD, LLC | DE | SUNGARD HOLDING CORP. | E | Control |
Registrations
Federal
IA
Dec 7, 2016 REGISTERED
Notice Filings (15)
AL CA CT FL GA IL LA MN NC NJ NY OH PA SC TX
Address
2100 ENTERPRISE AVENUEGENEVA, IL 60134
United States
Phone: 630-482-7100