Brian Blanchard (CRD# 3273917) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 21 years of experience in the finance industry.
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 | Apr 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- MA
-
Total Assets Under Management30,185MILLIONS
-
Total Number of Accounts366ACCOUNTS
-
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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