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Kerry Frances Murphy Mittelholzer

Scs Capital Management LLC

Boston, MA

CRD 7857744

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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 2024-12-18
  • MA RA
    APPROVED
    Since 2024-12-18

Branch Locations

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
Scs Capital Management, Llc Boston MA 10/2018 Present
Self-Employed Goffstown NH 10/2016 10/2018
Prema Pilates & Barre/Corelove Pilates & Barre Goffstown NH 10/2016 09/2018
Unemployed Goffstown NH 01/2016 09/2016
  • 10/2018 → Present
    Boston, MA
  • 10/2016 → 10/2018
    Self-Employed
    Goffstown, NH
  • 10/2016 → 09/2018
    Prema Pilates & Barre/Corelove Pilates & Barre
    Goffstown, NH
  • 01/2016 → 09/2016
    Unemployed
    Goffstown, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18
Other Names
  • Kerry Frances Murphy
  • Kerry Mittelholzer

View on SEC IAPD

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