Thank you for your interest in AdvisorAssist™ services and solutions. We look forward to discussing your business and regulatory challenges with you.
Please complete the form at the right or choose one of the contact methods below.
NOTE: All information is treated with the strictest confidence.
Toll Free: 866.513.4042
Local: 617.532.0925
By Fax
617.274.8446
Inquire about our Services
New Advisor Registrations - registrations@advisorassist.com or complete the form to the right.
Compliance Support Services - compliance@advisorassist.com or complete the form to the right.
You may also contact one of the officers of AdvisorAssist directly to discuss your business needs.
Christopher E. Winn,
Managing Principal and Founder
Phone -- 617.532.0925 (Direct)
Email -- cwinn@advisorassist.com
Jack O'Hara
VP and National Sales Director
Phone -- 215.280.0099
johara@advisorassist.com
Support Contacts
Client Support - advisors@advisorassist.com
Partnership Program - partners@advisorassist.com
Media Inquiries - media@advisorassist.com or contact one of our Principals.
Our Mailing Address
AdvisorAssist, LLC
P.O. Box 594
Humarock, MA 02047
For overnight deliveries, please contact your supporting consultant for the best address.