Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Carlson is an Investment Advisor Representative with SCS Capital Management LLC, a firm based in Boston, MA. Stephen Carlson has over 15 years of experience in the financial services industry, including prior roles at ALPS Distributors, Inc., Quasar Distributors, LLC, and Goldman, Sachs & Co. Stephen Carlson has a broad range of experience in investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stephen Carlson is a Chartered Financial Analyst.
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.
1
2
MA
08/27/2019 - Present
SCS Capital Management LLC (BOSTON MA)
MA
01/02/2015 - 05/24/2017
ALPS DISTRIBUTORS, INC. (Boston MA)
ME
02/21/2014 - 12/31/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
09/25/2007 - 08/02/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stephen Carlson is the right advisor for you? Invested Better is here to help.
