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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher John Stone is an investment advisor representative with SCS Capital Management LLC. Christopher has been in the industry since November 2004. Christopher holds a Series 65 license and is registered with the state of Massachusetts and Florida. Christopher's specializations include Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses, Selection of Other Advisers, and Financial Planning. SCS Capital Management LLC provides a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm also provides credit, cash management, and insurance solutions. SCS Capital Management LLC manages over $30 billion in assets for clients.
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
12/08/2017 - Present
SCS Capital Management LLC (BOSTON MA)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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