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Gerard F Burke

Investment adviser representative at Scs Capital Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$48.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Scs Capital Management LLCMar 2024 to now
  2. Scs FinancialDec 2022 to now
  3. UnemployedJun 2022 to Dec 2022
  4. SpruceJul 2021 to Jun 2022
  5. UnemployedDec 2020 to Jul 2021
  6. NatixisApr 2010 to Dec 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (RI).

Scs Capital Management LLC

$48.7BAssets managed
589Clients
80Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5073673
Firm CRD
122258
Advisor's SEC record (opens in a new tab)
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