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Current Employers
Scs Capital Management Llc

888 Boylston Street Suite 1010, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-07
NH RA APPROVED 2025-03-03
  • MA RA
    APPROVED
    Since 2025-03-07
  • NH RA
    APPROVED
    Since 2025-03-03

Branch Locations

888 Boylston Street Suite 1010, Boston, MA 02199 • United States

Gilford, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lake Street Advisors, Llc Portsmouth NH 09/2012 04/2017
Lake Street Advisors, Llc Portsmouth NH 05/2013 04/2017
Lake Street Advisors, Llc Portsmouth NH 04/2017 03/2022
Lake Street Advisors, Llc Portsmouth NH 04/2022 02/2025
Scs Capital Management Llc Portsmouth NH 03/2025 Present
  • 09/2012 → 04/2017
    Lake Street Advisors, Llc
    Portsmouth, NH
  • 05/2013 → 04/2017
    Lake Street Advisors, Llc
    Portsmouth, NH
  • 04/2017 → 03/2022
    Lake Street Advisors, Llc
    Portsmouth, NH
  • 04/2022 → 02/2025
    Lake Street Advisors, Llc
    Portsmouth, NH
  • 03/2025 → Present
    Portsmouth, NH
Previous Registrations
  • 2017-04-25 → 2025-03-11
    Lake Street Advisors
    Portsmouth, NH
  • 2014-03-21 → 2017-04-20
    Lake Street Advisors, Llc
    Portsmouth, NH
  • 2006-01-10 → 2009-09-15
    Ballentine Finn & Co Inc
    Wolfeboro, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-21
  • S65 Uniform Investment Adviser Law Examination
    2014-03-21
Other Names
  • Debra A. Mcneill
  • Debra A. Stokes

View on SEC IAPD

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