Securities Finance Global Advisors, LLC is an adviser based in Boston. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, Massachusetts, and Vermont.
Securities Finance Global Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Securities Finance Global Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christopher R. Jaynes has been acting as President since 1 Dec 2007. Charles Yuan Chen has served as the Chief Investment Officer since 1 Jan 2009. Karen Lynn O'connor joined the executive team most recently as the Co Chief Executive Officer.
The principal office where Securities Finance Global Advisors, LLC performs its advisory services is located at 175 Federal St., Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Burlington, VT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-204-4500 or by fax 617-204-4599. The normal business hours are 7:30 a.m. - 5:30 p.m. on Monday - Friday.