S Squared Retirement Solutions LLC

S Squared Retirement Solutions LLC (CRD# 173297) is a financial advisory firm headquartered in Morristown, NJ. They manage $13,500,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,227,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at S Squared Retirement Solutions LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dawn M. Santoriello
CRD#: 4897536
67 East Park Place, 5th Floor, Morristown, NJ 07960
93
Wealthminder
score

Dawn Santoriello (CRD# 4897536) is an Investment Advisor Representative working at S Squared Retirement Solutions LLC in Morristown, NJ and has over 11 years of experience in the finance industry.

2
Kevin P. Saia
CRD#: 2305710
67 East Park Place, 5th Floor, Morristown, NJ 07960
41
Wealthminder
score

Kevin Saia (CRD# 2305710) is an Investment Advisor Representative working at S Squared Retirement Solutions LLC in Morristown, NJ and has over 23 years of experience in the finance industry. Kevin Saia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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