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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $412,607
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Strategic Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Breton
CRD#: 3094155
57 River Street, Suite 104, Wellesley, MA 02481
96
Wealthminder
score

Michael Breton (CRD# 3094155) 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. 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.

2
Howard Newburg
CRD#: 4194902
57 River Street, Suite 104, Wellesley, MA 02481
93
Wealthminder
score

Howard Newburg (CRD# 4194902) is an Investment Advisor Representative working at Strategic Capital Management, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.

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