Debra Anne Stokes

Employer firm

Scs Capital Management LLC CRD 122258

$48.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Scs Capital Management Llc
  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

• S65 Uniform Investment Adviser Law Examination
  2014-03-21

Other Names

• Debra A. Mcneill
• Debra A. Stokes