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Debra Anne Stokes

Investment adviser representative at Scs Capital Management LLC
14 yearsExperience
2 statesRegistered in
$48.7BFirm assets
24 yearsFirm in business

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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

14 years in the industry.

  1. Scs Capital Management LLCMar 2025 to now
  2. Lake Street Advisors, LLCApr 2022 to Feb 2025
  3. Lake Street Advisors, LLCSep 2012 to Mar 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (MA, NH).

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
5078922
Firm CRD
122258
Advisor's SEC record (opens in a new tab)
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