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Stephen Barrett Carlson

SCS CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts
SIE, Series 3, Series 7, Series 66CFAClean record6 years registeredSCS CAPITAL MANAGEMENT LLC
888 BOYLSTON STREET, BOSTON, MA 02199CRD# 5170731Firm CRD# 122258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Barrett Carlson · BOSTON, MA
Registration
CRD #5170731 · SCS CAPITAL MANAGEMENT LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

SCS CAPITAL MANAGEMENT LLC
Aug 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 66
Registration record
First registered · August 27, 2019
Years registered · 6
Professional designation · CFA
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
View all advisors at SCS CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Stephen Barrett Carlson offer?
Stephen Barrett Carlson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Stephen Barrett Carlson's credentials?
Stephen Barrett Carlson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Barrett Carlson located?
Stephen Barrett Carlson 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 Stephen Barrett Carlson charge for services?
Stephen Barrett Carlson'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

Samuel James Holbert
BOSTON, MA
Rory Leandrew Wilfork
BOSTON, MA
Colleen Jane Macleod
BOSTON, MA
Douglas Richard Ederle
BOSTON, MA
Lillian Cullen Homer
BOSTON, MA
Antony James Abbiati
BOSTON, MA

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Research
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