Scs Capital Management LLC
Scs Capital Management LLC (CRD# 122258) is a financial advisory firm headquartered in Boston, MA. They manage $22,229,947,139 in 269 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management22,230MILLION
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Total Number of Accounts269ACCOUNTS
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Average Account Value$82,639,209
- 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)
AK, CA, CO, CT, DC, DE, FL, GA, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WY
Antony Abbiati (CRD# 2931470) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 23 years of experience in the finance industry.
Alice Burley (CRD# 5915141) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 2 years of experience in the finance industry.
Derek Dobecki (CRD# 2981094) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 22 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.
Douglas Ederle (CRD# 4618494) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 4 years of experience in the finance industry.
Caroline Knuff (CRD# 7097868) is an Investment Advisor Representative working at Scs Capital Management LLC in Beverly Hills, CA and has 1 year of experience in the finance industry. Caroline Knuff 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.
Joseph McCuine (CRD# 2045924) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry.
Alanna Paiva (CRD# 6475089) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 5 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.
Jocelyn Schwartz (CRD# 6618417) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 4 years of experience in the finance industry.
Christopher Stone (CRD# 6675880) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 2 years of experience in the finance industry.
William Walser (CRD# 4618495) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry.