Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Dobecki is a financial advisor with SCS Capital Management LLC. Derek has been in the financial services industry since 1998. He has a Series 7 and Series 63 license. Derek is also a Certified Financial Planner. He has worked with a number of firms during his career including Foreside Fund Services, LLC and Banc of America Securities LLC. Derek has a strong focus on working with high-net-worth individuals, pooled investment vehicles and charitable organizations. SCS Capital Management LLC specializes in providing portfolio management services to high-net-worth individuals, pooled investment vehicles, and charitable organizations.
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
10/27/2014 - Present
SCS Capital Management LLC (BOSTON MA)
ME
02/14/2003 - 07/15/2005
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
10/01/1998 - 02/20/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
01/30/1998 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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