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RIA / WealthAdvisor30 years in industry

ANDREW EDWARD JANFAZA

Advisor at SCS CAPITAL MANAGEMENT LLC

West Palm Beach, FL | BOSTON, MA

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Search this name across graphsid dfx:ria:ca3e9830-b21d-7249-1264-2d187eafd93e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 15, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCS CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 12, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S66|S63
First exam: Sep 12, 1996
First registration: May 15, 2015
Dual registered: no
Other names: ANDREW JANFAZA
IAPD individual key: 2786734

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCS CAPITAL MANAGEMENT LLC	Independent wealth	May 22, 2024	n/a	yes	BOSTON, MA\|West Palm Beach, FL	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 29, 2021	Dec 20, 2022	no	Boston, MA	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Jul 12, 2018	Dec 31, 2019	no	BOSTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 15, 2015	Jul 3, 2018	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	SCS CAPITAL MANAGEMENT LLC	Dec 20, 2022	May 22, 2024	519	Firm change after gap	Wirehouse to RIA
NEUBERGER BERMAN BD LLC	J.P. MORGAN SECURITIES LLC	Dec 31, 2019	Mar 29, 2021	454	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEUBERGER BERMAN BD LLC	Jul 3, 2018	Jul 12, 2018	9	Firm change	Other

Relationships

Registered with (4)

→ SCS CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
May 22, 2024 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 29, 2021 to Dec 20, 2022factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Jul 12, 2018 to Dec 31, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 15, 2015 to Jul 3, 2018factForm ADV

Dated events

Occurred
Dec 20, 2022
Advisor changed firm
Andrew Edward Janfaza left J.P. Morgan Securities Llc for Scs Capital Management Llc (registered 2024-05-22)
Form ADVobserved 4 days ago