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Jaclyn Virginia Hirl

Scs Capital Management LLC

Portsmouth, NH

Boston, MA

CRD 6695893

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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:

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
Crestwood Advisors Group, Llc Boston MA 06/2016 08/2017
Merrill Lynch Charlotte NC 06/2018 05/2019
Unemployed Charlotte NC 08/2017 06/2018
Lake Street Advisors Portsmouth NH 05/2019 03/2022
Lake Street Advisors Portsmouth NH 04/2022 12/2022
Lake Street Advisors Portsmouth NH 01/2023 Present
Scs Capital Management Llc Portsmouth NH 03/2025 Present
  • 06/2016 → 08/2017
    Crestwood Advisors Group, Llc
    Boston, MA
  • 06/2018 → 05/2019
    Merrill Lynch
    Charlotte, NC
  • 08/2017 → 06/2018
    Unemployed
    Charlotte, NC
  • 05/2019 → 03/2022
    Lake Street Advisors
    Portsmouth, NH
  • 04/2022 → 12/2022
    Lake Street Advisors
    Portsmouth, NH
  • 01/2023 → Present
    Lake Street Advisors
    Portsmouth, NH
  • 03/2025 → Present
    Scs Capital Management Llc
    Portsmouth, NH
Previous Registrations
  • 2019-05-20 → 2025-03-11
    Lake Street Advisors
    Portsmouth, NH
  • 2017-02-28 → 2017-08-25
    Crestwood Advisors
    Boston, MA
Designations
  • Certified Financial Planner
Other Names
  • Jaclyn Virginia Hirl
  • Jaclyn Hirl

View on SEC IAPD

Nearby Firms

CHARTER OAK CAPITAL MANAGEMENT
NVEST FINANCIAL, LLC
DAVID WENDELL ASSOCIATES, INC.

Nearby Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA

Nearby Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH

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