Unclaimed
Brian Blanchard is a registered investment advisor representative with SCS Capital Management LLC. Brian has been in the industry since 2002 and has experience with Brown Brothers Harriman & Co. Brian holds the Series 65, 66, and 7 licenses. Brian is located in Boston, 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.
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2
MA
11/27/2019 - Present
SCS Capital Management LLC (BOSTON MA)
MA
05/31/2002 - 04/03/2006
BROWN BROTHERS HARRIMAN & CO. (BOSTON MA)
IA
Issued 08/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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