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Advisor at SCS CAPITAL MANAGEMENT LLC
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | Independent wealth | Aug 12, 2026 | n/a | yes | BOSTON, MA | Current employment |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | Independent wealth | Apr 2, 2025 | Jul 2, 2026 | no | New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | SCS CAPITAL MANAGEMENT LLC | Jul 2, 2026 | Aug 12, 2026 | 41 | Firm change | RIA to RIA |