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(800) 380-7370
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SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service. All of our employees share the firm’s vision and principles:

Providing responsive service
Offering excellent value
Being a trusted partner to independent advisors
Helping advisors to exceed their clients’ expectations
We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.

We are committed to providing your firm with the same experience.

Management Team
Peter Mangan, Chairman & CEO, has been the executive in charge of two major custodial platforms for financial advisors, first at Jack White & Company, then at TD Waterhouse. He began his career at Jack White & Company in 1990.
You may contact Peter at

Phone Number (800) 380-7370
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