Unclaimed Profile

Brian Thomas Brandt

SCS CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts

Series 65Clean record6 years registeredSCS CAPITAL MANAGEMENT LLC

888 BOYLSTON STREET, BOSTON, MA 02199CRD# 6315000Firm CRD# 122258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Thomas Brandt · BOSTON, MA

Registration

CRD #6315000 · SCS CAPITAL MANAGEMENT LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCS CAPITAL MANAGEMENT LLC

SCS CAPITAL MANAGEMENT LLC

Aug 2019 – Dec 2021

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 27, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCS CAPITAL MANAGEMENT LLC

CRD 122258 · SEC 801-61448

AUM

$30.2B

Regulatory assets under management

Employees

127

366 client accounts

Services offered by SCS CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SCS CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brian Thomas Brandt offer?

Brian Thomas Brandt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Brian Thomas Brandt's credentials?

Brian Thomas Brandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Thomas Brandt located?

Brian Thomas Brandt is based in BOSTON, Massachusetts, last registered with SCS CAPITAL MANAGEMENT LLC.

How does Brian Thomas Brandt charge for services?

Brian Thomas Brandt's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCS CAPITAL MANAGEMENT LLC?

SCS CAPITAL MANAGEMENT LLC has approximately 127 employees and manages $30.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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