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Nicholas Joseph Sharis

SCS Capital Management LLC

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About Nicholas Joseph Sharis

Nicholas Sharis is an Investment Advisor Representative with SCS Capital Management LLC. Nicholas is registered with the state of Massachusetts. Nicholas has been in the industry since January 2011. Nicholas's specializations include portfolio management for individuals, portfolio management for pooled investment vehicles, and other investment advisory services.

Firm Information

Nicholas Sharis 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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Nicholas Sharis’s Registration & Firm History

MA

12/11/2019 - Present

SCS Capital Management LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 07/31/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Joseph Sharis.
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