Steven
Brace
Scs
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About this Advisor
Steven Brace is a financial advisor working out of Bellevue, Washington with a total of 1 year of relevant experience. Brace is on the advisory team at Scs. During their career, Brace has held roles at Lpl Financial, LLC, Financial Advocates Investment Management, Financial Advocates Advisory Services and Bensler, LLC - Dba: Scs. Brace holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Washington. Scs is a business based out of Bellevue, WA. It controls $1 billion in assets under management among its 2,429 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 2,429 client accounts, 46% are associated with high-net-worth individuals who have more than $1 million in assets. Scs performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fee types charged by Scs can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scs Brokerage Details
$1,005,857,024
30
2,429
$414,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Steven Brace Work History
Steven has been registered as a financial advisor for 1 years.*
Bensler, LLC - Dba: Scs
Financial Advocates Investment Management
Lpl Financial, LLC
Financial Advocates Advisory Services
*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 Steven Brace 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
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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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