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Advisor at SCS CAPITAL MANAGEMENT LLC
BOSTON, MA | Portsmouth, NH
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 | Mar 4, 2025 | n/a | yes | BOSTON, MA|Portsmouth, NH | Current employment |
| LAKE STREET ADVISORS | Former SEC adviser | Apr 25, 2017 | Mar 11, 2025 | no | PORTSMOUTH, NH|PORTSMOUTH, NH | Previous registration |
| LAKE STREET ADVISORS, LLC | Former SEC adviser | Mar 15, 2006 | Apr 20, 2017 | no | PORTSMOUTH, NH|PORTSMOUTH, NH | Previous registration |
| BALLENTINE FINN & CO INC | n/a | Mar 31, 1999 | Mar 3, 2006 | no | WOLFEBORO, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAKE STREET ADVISORS | SCS CAPITAL MANAGEMENT LLC | Mar 11, 2025 | Mar 4, 2025 | -7 | Firm change | RIA to RIA |
| LAKE STREET ADVISORS, LLC | LAKE STREET ADVISORS | Apr 20, 2017 | Apr 25, 2017 | 5 | Channel change | Other |
| BALLENTINE FINN & CO INC | LAKE STREET ADVISORS, LLC | Mar 3, 2006 | Mar 15, 2006 | 12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288300:122258:NH:2025-03-11 | Mar 11, 2025 | Mar 4, 2025 | PORTSMOUTH, NH | Firm change |
| 125471:288300:NH:2017-04-20 | Apr 20, 2017 | Apr 25, 2017 | PORTSMOUTH, NH | Firm change |