Kyle Joseph Tracey

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

• 11/2011 → Present
  Scs Capital Management Llc
  Boston, MA

Previous Registrations

• 2010-02-22 → 2011-11-09
  Ballentine Partners
  Waltham, MA
• 2009-03-30 → 2010-02-23
  Ballentine Finn & Co Inc
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-16

Designations

• Certified Financial Planner