Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
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