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Rory Leandrew Wilfork

SCS Capital Management LLC

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About Rory Leandrew Wilfork

Rory Leandrew Wilfork is an investment advisor representative at SCS Capital Management LLC. Rory has worked in the financial services industry since 1998. Rory has held previous positions at Goldman Sachs & Co. LLC and MF Global Inc. Rory has a Series 63, 65 and 66 securities license. Rory is registered in California as an investment advisor representative. Rory provides financial planning and portfolio management services.

Firm Information

Rory Wilfork 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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Rory Wilfork’s Registration & Firm History

MA

01/16/2025 - Present

SCS Capital Management LLC (BOSTON MA)

CA

10/01/2015 - 07/05/2018

GOLDMAN SACHS & CO. LLC (LOS ANGELES CA)

NY

09/13/2010 - 12/01/2011

MF GLOBAL INC. (NEW YORK NY)

NY

01/06/1998 - 05/15/2009

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/29/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/15/2015

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Rory Leandrew Wilfork. Review regulatory record here.
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