S
State Street Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
20
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$0
About
State Street Financial Advisors, LLC serves individual clients by facilitating introductions to registered third‑party investment advisors; its advisory activity is limited to referrals and solicitation on behalf of those third‑party firms. The brochure states that SSF does not provide investment advice or manage client assets directly.
SSF operates solely as a solicitor and is compensated by the third‑party advisors for referrals rather than billing clients directly; it therefore does not employ proprietary methods of analysis or maintain discretionary portfolios. The brochure also discloses that SSF does not charge performance‑based fees and reminds clients that investing involves risk.
The firm’s brochure and contact information indicate an affiliation with an accounting firm (the contact email uses the bsrwcpas.com domain), an arrangement that is less common among independent solo advisers. That combination—exclusive referral activity, absence of portfolio management, and an accounting‑firm affiliation—differentiates SSF from many peers.
Client services
Selection of other advisers
Main office location
State Street Financial Advisors, LLC
117 S. State Avenue
Alpena MI 49707, United States
Number of offices
1
Most active in
State Street Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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