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Philip Marvin Saba is an Investment Advisor Representative registered with SCS Capital Management LLC, based in Boston, Massachusetts. Philip has been in the industry for over 10 years. He is licensed in Massachusetts. His professional experience includes roles at Deloitte, Cobalt Software, Inc., HarborOne Bank, Younited Credit and Bentley University.
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
07/17/2024 - Present
SCS Capital Management LLC (BOSTON MA)
IA
Issued 03/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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