Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Burley is an investment advisor representative at SCS Capital Management LLC. Alice has been in the financial services industry for over 11 years, starting her career at Bessemer Investor Services, Inc. in Boston, MA. Alice holds the Series 65, Series 7 and SIE licenses and is registered with the state of Massachusetts. Alice specializes in providing portfolio management services to individuals, businesses, pooled investment vehicles, and charitable organizations. SCS Capital Management LLC is a Registered Investment Advisor (RIA) firm based in Boston, MA. The firm has a team of experienced investment professionals who provide a wide range of services to clients, including investment management, financial planning, and other related services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
01/23/2018 - Present
SCS Capital Management LLC (BOSTON MA)
MA
07/25/2013 - 06/22/2016
BESSEMER INVESTOR SERVICES, INC. (BOSTON MA)
IA
Issued 01/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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