Derek Dobecki, financial advisor Boston MA

Derek Dobecki

CRD Number: 2981094
Current Firm: Scs Capital Management LLC

Derek Dobecki (CRD# 2981094) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 26 years of experience in the finance industry. Derek Dobecki 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.

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Professional Designations
Company Name Location Dates Years
Scs Financial Boston, MA Mar 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
Contact Info for Derek M. Dobecki
Phone Number: 617-204-6400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    28,983
    MILLIONS
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $69,669,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VA, VT, WA, WI, WY

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