Unclaimed Profile

William Carol Walser

SCS CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts

Clean record8 years registeredSCS CAPITAL MANAGEMENT LLC

888 BOYLSTON STREET, BOSTON, MA 02199CRD# 4618495Firm CRD# 122258

Profile Verification

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

Identity

William Carol Walser · BOSTON, MA

Registration

CRD #4618495 · SCS CAPITAL MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCS CAPITAL MANAGEMENT LLC

SCS CAPITAL MANAGEMENT LLC

Dec 2017 – Mar 2024

BOSTON, MA

Registrations & Exams

Registration record

First registered · December 8, 2017

Years registered · 8

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 William Carol Walser offer?

William Carol Walser specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are William Carol Walser's credentials?

William Carol Walser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Carol Walser located?

William Carol Walser is based in BOSTON, Massachusetts, last registered with SCS CAPITAL MANAGEMENT LLC.

How does William Carol Walser charge for services?

William Carol Walser'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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