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Stephanie Carolyn Meagher

Investment adviser representative at Scs Capital Management LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Scs Capital Management LLCApr 2022 to now
  2. Shepherd Kaplan KrochukJul 2019 to Apr 2022
  3. UBS Financial ServicesApr 2016 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2019
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
6625075
Firm CRD
122258
Advisor's SEC record (opens in a new tab)
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