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William Alan George

Scs Capital Management LLC

Portsmouth, NH

Boston, MA

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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

145 Maplewood Avenue Suite 210, Portsmouth, NH 03801 • United States

888 Boylston Street Suite 1010, Boston, MA 02199 • 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 Portsmouth NH 07/2022 Present
Lake Street Advisors Portsmouth NH 12/2022 02/2025
Market Basket Lee NH 06/2016 12/2019
Quinnipiac University Lee NH 08/2018 05/2022
High School Lee NH 09/2014 06/2018
Scs Capital Management Llc Portsmouth NH 03/2025 Present
  • 07/2022 → Present
    Lake Street Advisors
    Portsmouth, NH
  • 12/2022 → 02/2025
    Lake Street Advisors
    Portsmouth, NH
  • 06/2016 → 12/2019
    Market Basket
    Lee, NH
  • 08/2018 → 05/2022
    Quinnipiac University
    Lee, NH
  • 09/2014 → 06/2018
    High School
    Lee, NH
  • 03/2025 → Present
    Scs Capital Management Llc
    Portsmouth, NH
Previous Registrations
  • 2023-03-17 → 2025-03-11
    Lake Street Advisors
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
Other Names
  • Will George
  • William Alan George

View on SEC IAPD

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Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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