Derek
Dobecki

Scs Capital Management LLC

CRD#2981094
Investment Advisor
in Boston, MA

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About this Advisor

Derek Dobecki is a financial advisor based in Boston, Massachusetts, working with Scs Capital Management LLC. Derek has previously held a position at Scs Financial. Derek has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Derek is part of Scs Capital Management LLC, which operates out of Boston, Massachusetts. The firm has 4 offices and 127 employees. The firm manages assets totaling $30.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Scs Capital Management LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

888 Boylston Street Suite 1010
Boston, MA 02199

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Scs Capital Management LLC Brokerage Details

Total Assets Under Management

$30,185,189,000

MA Average: $16,012,751,954
Total Number of Employees

127

MA Average: 118
Total Number of Accounts

366

MA Average: 4,567
Average Account Size

$82,473,194

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Derek Dobecki Work History

2006 - Present (18 years)

Scs Financial

Disclosures

Please visit the SEC profile of Derek Dobecki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scs Capital Management LLC

Keaton Himsl
Beverly Hills, CA
Andrew Newfield
Boston, MA
Peter Vilim
New York, NY
Alexander Cote
Boston, MA
Michael Hassett
Boston, MA
Ryan Ederle
Boston, MA
John Homan
Boston, MA
Stephen Carlson
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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