VESTMARK ADVISORY SOLUTIONS, INC.

CRD #221518 SEC #801-114077 WAKEFIELD, MA 888-355-0477

SEC Registered

Total AUM

$10B

Discretionary

$5.6B

Employees

Clients

Accounts

32,047

Firm Details

Organization Type: Corporation
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 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
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
ADAMCZYK, DENISE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
BATTISTA, ROBERT, GUIDO	I	SENIOR VICE PRESIDENT/MANAGING DIRECTOR	NA	Control
BATTISTA, ROBERT, GUIDO	I	SENIOR VICE PRESIDENT/MANAGING DIRECTOR	NA	Control
BATTISTA, ROBERT, GUIDO	I	SENIOR VICE PRESIDENT/MANAGING DIRECTOR	NA	Control
BATTISTA, ROBERT, GUIDO	I	SENIOR VICE PRESIDENT/MANAGING DIRECTOR	NA	Control
BATTISTA, ROBERT, GUIDO	I	SENIOR VICE PRESIDENT/MANAGING DIRECTOR	NA	Control
BATTISTA, ROBERT, GUIDO	I	SENIOR VICE PRESIDENT/MANAGING DIRECTOR	NA	Control
BOYADJIAN, MARAL, P	I	SVP, HEAD OF PORTFOLIO MANAGEMENT	NA	Control
BOYADJIAN, MARAL, P	I	SVP, HEAD OF PORTFOLIO MANAGEMENT	NA	Control
CAMP, STEVEN, E	I	MANAGING DIRECTOR	NA	Control
CAMP, STEVEN, E	I	MANAGING DIRECTOR	NA	Control
CAMP, STEVEN, E	I	MANAGING DIRECTOR	NA	Control
CAMP, STEVEN, E	I	MANAGING DIRECTOR	NA	Control
CAMP, STEVEN, E	I	MANAGING DIRECTOR	NA	Control
CHICA, ANDREW, PAUL	I	CCO	NA	Control
CHICA, ANDREW, PAUL	I	CCO	NA	Control
CHICA, ANDREW, PAUL	I	CCO	NA	Control
CHICA, ANDREW, PAUL	I	CCO	NA	Control
CHICA, ANDREW, PAUL	I	CCO	NA	Control
DEANGELIS, MARK, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
DEANGELIS, MARK, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
DEANGELIS, MARK, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HONG, AGNES	I	CHIEF INVESTMENT OFFICER	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	MANAGING DIRECTOR	NA	Control
LITTLETON, DAVID, LOUIS	I	MANAGING DIRECTOR	NA	Control
LITTLETON, DAVID, LOUIS	I	CCO	NA	Control
LITTLETON, DAVID, LOUIS	I	MANAGING DIRECTOR	NA	Control
LITTLETON, DAVID, LOUIS	I	MANAGING DIRECTOR	NA	Control
MORRIS, ALEXANDER, ROBERT	I	MANAGING DIRECTOR	NA	Control
MORRIS, ALEXANDER, ROBERT	I	MANAGING DIRECTOR	NA	Control
MORRIS, ALEXANDER, ROBERT	I	MANAGING DIRECTOR	NA	Control
MORRIS, ALEXANDER, ROBERT	I	MANAGING DIRECTOR	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
RUBIN, SENNET, IAN	I	VICE PRESIDENT	NA	Control
Ryabchenko, Tatyana, Vladimirovna	I	VP, HEAD OF INVESTMENT PRODUCT	NA	Control
Ryabchenko, Tatyana, Vladimirovna	I	VP, HEAD OF INVESTMENT PRODUCT	NA	Control
WOOLVERTON, WILLIAM, HENDERSON	I	CHIEF COMPLIANCE OFFICER	NA
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control
VESTMARK, INC.	DE	OWNER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control
BLUNDIN, DAVID, BRANSFORD	I	VESTMARK, INC.	E	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (7)

DC IL MA NJ NY PA TX

Address

100 QUANNAPOWITT PKWY
SUITE 205
WAKEFIELD, MA 01880
United States

Phone: 888-355-0477