Strategic Capital Management, LLC
Strategic Capital Management, LLC (CRD# 128632) is a financial advisory firm headquartered in Waltham, MA. They manage $23,518,581 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$412,607
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Breton (CRD# 3094155) is an Investment Advisor Representative working at Strategic Capital Management, LLC in Wellesley, MA and has over 19 years of experience in the finance industry. Michael Breton 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.
Howard Newburg (CRD# 4194902) is an Investment Advisor Representative working at Strategic Capital Management, LLC in Wellesley, MA and has over 17 years of experience in the finance industry.