Allison
Gulman

Scs Capital Management LLC

CRD#5166386
Investment Advisor
in New York, NY

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About this Advisor

Allison Gulman is a financial advisor who works in New York, New York. Gulman currently works for Scs Capital Management LLC. Over the course of their career, Gulman has held roles at Scs Capital Management, LLC and Bbr Partners. Gulman maintains a Series 65 license, designating them as an investment advisor representative, and can work in New York. Scs Capital Management LLC is an advisory business that has its headquarters in Boston, MA. The firm has offices in four locations and a total of 130 people on staff. It administers $29 billion in assets between its 416 client accounts, making it one of the largest firms in the nation by assets under management. Scs Capital Management LLC performs a diverse range of services, such as 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. Financial advisory fees usually depend on which services are offered. However, fees billed by Scs Capital Management LLC likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

780 3Rd Avenue
New York, NY 10017

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Scs Capital Management LLC Brokerage Details

Total Assets Under Management

$28,982,522,000

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

130

NY Average: 118
Total Number of Accounts

416

NY Average: 4,567
Average Account Size

$69,669,524

NY 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

Allison Gulman Work History

Allison has been registered as a financial advisor for 0 years.*

2017 - Present (7 years)

Scs Capital Management, LLC

2012 - 2017 (5 years)

Bbr Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Allison Gulman 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

Ryan Ederle
Boston, MA
John Homan
Boston, MA
Allison Gulman
New York, NY
Caroline Knuff
Beverly Hills, CA
Rory Wilfork
Boston, MA
Matthew Badavas
Boston, MA
Nicholas Sharis
Boston, MA
Kyle Tracey
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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