Unclaimed Profile

Samuel James Holbert

SCS CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts

Clean recordSCS CAPITAL MANAGEMENT LLC

888 BOYLSTON STREET, BOSTON, MA 02199CRD# 7326609Firm CRD# 122258

Profile Verification

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

Identity

Samuel James Holbert · BOSTON, MA

Registration

CRD #7326609 · SCS CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel James Holbert 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.

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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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7326609

Firm CRD# 122258

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Samuel James Holbert offer?

Samuel James Holbert specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Samuel James Holbert's credentials?

Samuel James Holbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel James Holbert located?

Samuel James Holbert 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 Samuel James Holbert charge for services?

Samuel James Holbert'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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