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Carolyn Bunting Ryan Decker

Scs Capital Management LLC

Boston, MA

Portsmouth, NH

CRD 3215365

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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 2025-03-04
  • MA RA
    APPROVED
    Since 2025-03-07
  • NH RA
    APPROVED
    Since 2025-03-04

Branch Locations

888 Boylston Street Suite 1010, Boston, MA 02199 • United States

145 Maplewood Avenue Suite 210, Portsmouth, NH 03801 • 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 03/2006 02/2025
Lake Street Advisors Portsmouth NH 01/2009 04/2017
Lake Street Advisors Portsmouth NH 04/2017 02/2025
Scs Capital Management Llc Portsmouth NH 03/2025 Present
  • 03/2006 → 02/2025
    Lake Street Advisors
    Portsmouth, NH
  • 01/2009 → 04/2017
    Lake Street Advisors
    Portsmouth, NH
  • 04/2017 → 02/2025
    Lake Street Advisors
    Portsmouth, NH
  • 03/2025 → Present
    Portsmouth, NH
Previous Registrations
  • 2017-04-25 → 2025-03-11
    Lake Street Advisors
    Portsmouth, NH
    Portsmouth, NH
  • 2006-03-15 → 2017-04-20
    Lake Street Advisors, Llc
    Portsmouth, NH
    Portsmouth, NH
  • 1999-03-31 → 2006-03-03
    Ballentine Finn & Co Inc
    Wolfeboro, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-25
  • S65 Uniform Investment Adviser Law Examination
    1999-03-25
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Carolyn B Ryan
  • Carolyn Ryan Decker

View on SEC IAPD

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