Claim Profile
Unclaimed Profile
LH

Lillian Cullen Homer

SCS CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts
Clean record7 years registeredSCS CAPITAL MANAGEMENT LLC
888 BOYLSTON STREET, BOSTON, MA 02199CRD# 7071934Firm CRD# 122258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lillian Cullen Homer · BOSTON, MA
Registration
CRD #7071934 · SCS CAPITAL MANAGEMENT LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

May 2019present
02

Registrations & Exams

Registration record
First registered · May 29, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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
Introduction

Speak with Lillian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lillian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Lillian Cullen Homer offer?
Lillian Cullen Homer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Lillian Cullen Homer's credentials?
Lillian Cullen Homer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lillian Cullen Homer located?
Lillian Cullen Homer 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 Lillian Cullen Homer charge for services?
Lillian Cullen Homer'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →