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S & CO., INC.

BOSTON, MA · CRD 110026 · IAPD ↗ · 617-227-8660

$2.46BRegulatory AUM
6Advisory reps
15Employees
0Clients
n/aPlanning clients
6Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — S & CO., INC. notice-filed in FL, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — S & CO., INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.