Unclaimed Profile

Jonathan Richard Walsh

SCS CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 53, Series 66Clean record20 years registeredSCS CAPITAL MANAGEMENT LLC

888 BOYLSTON STREET, BOSTON, MA 02199CRD# 4961248Firm CRD# 122258

Profile Verification

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

Identity

Jonathan Richard Walsh · BOSTON, MA

Registration

CRD #4961248 · SCS CAPITAL MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCS CAPITAL MANAGEMENT LLC

LINSCO/PRIVATE LEDGER CORP.

Jun 2006 – Oct 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · June 15, 2006

Years registered · 20

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 Jonathan Richard Walsh offer?

Jonathan Richard Walsh specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jonathan Richard Walsh's credentials?

Jonathan Richard Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Richard Walsh located?

Jonathan Richard Walsh is based in BOSTON, Massachusetts, last registered with SCS CAPITAL MANAGEMENT LLC.

How does Jonathan Richard Walsh charge for services?

Jonathan Richard Walsh'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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