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Jonathan Richard Walsh

SCS CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts
Clean recordSCS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Richard Walsh is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SCS CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SCS CAPITAL MANAGEMENT LLC
SCS CAPITAL MANAGEMENT LLC
AUM
$30.2B
Regulatory assets under management
Employees
127
Total firm employees
View all advisors at SCS CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4961248
Firm CRD# 122258
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Richard Walsh offer?
Jonathan Richard Walsh specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
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, working with SCS CAPITAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
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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Other Advisors at SCS CAPITAL MANAGEMENT LLC

Stephen Christopher Perry
BOSTON, MA
Peter Carlyle Lacaillade
BOSTON, MA
Samuel James Holbert
BOSTON, MA
Heather Deering Crosby
BOSTON, MA
Bradley Lane Macdonald
BOSTON, MA
Colleen Jane Macleod
BOSTON, MA

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Research
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