Company Information

Get to know Shareholders Service Group

Founded in 2002, Shareholders Service Group (SSG) was established to serve the needs of independent Registered Investment Advisors (RIAs) who may not meet the high asset minimums required by larger custodians. The company offers a comprehensive suite of brokerage and custodial services, including advanced technology, a wide range of investment products, and personalized support. SSG's mission is to provide RIAs with the tools and service necessary to help them grow their businesses and effectively serve their clients, without imposing restrictive requirements.

Industry

Stock BrokerPRIMARY
Financial Other Service

Contact

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Shareholders Service Group

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Licenses

--/40

Reviews

--/60

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.