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Andrew Edward Janfaza

SCS Capital Management LLC

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About Andrew Edward Janfaza

Andrew Janfaza is an investment advisor representative with sCs Capital Management LLC. Andrew has been in the industry for over 25 years and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Andrew's experience spans several firms including J.P. Morgan Securities LLC, Neuberger Berman BD LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc. and Goldman, Sachs & Co.. Andrew is registered to provide investment advice in Florida and Massachusetts.

Firm Information

Andrew Janfaza is currently registered with SCS Capital Management LLC. SCS Capital Management LLC is an investment advisor headquartered in Boston, Massachusetts. The firm manages approximately $30.19 billion in assets for individuals, high-net-worth individuals, pooled investment vehicles, charitable organizations, and sovereign wealth funds and foreign official institutions. SCS Capital Management LLC provides a range of investment advisory services, including financial planning, portfolio management, credit, cash management, and insurance solutions. The firm also selects other advisors for clients.
SCS Capital Management LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$30.19B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Janfaza’s Registration & Firm History

FL

05/22/2024 - Present

SCS Capital Management LLC (West Palm Beach FL)

MA

04/03/2020 - 12/20/2022

J.P. MORGAN SECURITIES LLC (Boston MA)

MA

07/10/2018 - 12/31/2019

NEUBERGER BERMAN BD LLC (BOSTON MA)

MA

02/05/2015 - 07/03/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

11/22/2002 - 02/29/2008

DEUTSCHE BANK SECURITIES INC. (BOSTON MA)

NY

08/30/1996 - 12/10/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/14/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/09/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Edward Janfaza.
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