Scs Capital Management LLC

Scs Capital Management LLC (CRD# 122258) is a financial advisory firm headquartered in Boston, MA. They manage $30,185,189,000 in 366 accounts and serve the financial needs of clients across 36 states (or territories).

Current Firm Details
888 Boylston Street, Suite 1010, Boston, MA 02199
https://www.linkedin.com/company/scs-financial/
By the Numbers
  • Total Assets Under Management
    30,185
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $82,473,194
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Scs Capital Management LLC
Showing 21 - 25 of 25 top financial advisors.
21
Andrew Newfield, financial advisor Boston MA
Andrew J. Newfield
CRD#: 7857714
888 Boylston Street, Suite 1010, Boston, MA 02199

Andrew Newfield (CRD# 7857714) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry.

22
Nicholas Sharis, financial advisor Boston MA
Nicholas J. Sharis
CRD#: 4832281
888 Boylston Street, Suite 1010, Boston, MA 02199

Nicholas Sharis (CRD# 4832281) 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.

23
Kyle Tracey, financial advisor Boston MA
Kyle J. Tracey
CRD#: 5656660
888 Boylston Street, Suite 1010, Boston, MA 02199

Kyle Tracey (CRD# 5656660) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 15 years of experience in the finance industry.

24
Marcelo Vedovatto, financial advisor Boston MA
Marcelo A. Vedovatto
CRD#: 7112305
888 Boylston Street, Suite 1010, Boston, MA 02199

Marcelo Vedovatto (CRD# 7112305) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry.

25
Rory Wilfork, financial advisor Boston MA
Rory L. Wilfork
CRD#: 2984449
888 Boylston Street, Suite 1010, Boston, MA 02199

Rory Wilfork (CRD# 2984449) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 25 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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