Alanna Paiva (CRD# 6475089) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 8 years of experience in the finance industry. Alanna Paiva has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scs Capital Management, LLC | Boston, MA | Sep 2020 - Current | 3 |
| Twin Focus Capital Partners, LLC | Boston, MA | Mar 2015 - Sep 2020 | 5 |
| Harvard School Of Public Health | Boston, MA | Jan 2006 - Mar 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- MA
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Total Assets Under Management30,185MILLIONS
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Total Number of Accounts366ACCOUNTS
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Average Account Value$82,473,194
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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