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SCS CAPITAL MANAGEMENT LLC
SCS CAPITAL MANAGEMENT LLC
BOSTON, Massachusetts
·
14 registered advisors
·
CRD# 122258
SEC# 801-61448
4
617-204-6400
01
Firm Overview
AUM
$30.2B
Regulatory assets under management
Employees
127
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SCS CAPITAL MANAGEMENT LLC
14 registered advisors
Alice Duncan Burley
BOSTON, Massachusetts
CRD# 5915141
Antony James Abbiati
BOSTON, Massachusetts
CRD# 2931470
Brian Thomas Brandt
BOSTON, Massachusetts
CRD# 6315000
Colleen Jane Macleod
BOSTON, Massachusetts
CRD# 6315001
Derek Michael Dobecki
BOSTON, Massachusetts
CRD# 2981094
Douglas Richard Ederle
BOSTON, Massachusetts
CRD# 4618494
John Adams Fox
BOSTON, Massachusetts
CRD# 4558428
Jonathan Richard Walsh
BOSTON, Massachusetts
CRD# 4961248
Lillian Cullen Homer
BOSTON, Massachusetts
CRD# 7071934
Marcelo Alves Vedovatto
BOSTON, Massachusetts
CRD# 7112305
Rory Leandrew Wilfork
BOSTON, Massachusetts
CRD# 2984449
Samuel James Holbert
BOSTON, Massachusetts
CRD# 7326609
Stephen Barrett Carlson
BOSTON, Massachusetts
CFA
CRD# 5170731
William Carol Walser
BOSTON, Massachusetts
CRD# 4618495
05
Office Locations
BOSTON, Massachusetts
14 advisors
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Data sourced from SEC Form ADV filings. SCS CAPITAL MANAGEMENT LLC (CRD# 122258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.