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Kristen Caseley

Investment adviser representative at Scs Capital Management LLC
10 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

10 years in the industry.

  1. Scs Capital Management LLCSep 2026 to now
  2. Scs FinancialSep 2026 to now
  3. UnemployedAug 2026 to Sep 2026
  4. Altium WealthOct 2024 to Jul 2026
  5. Via Global AdvisorsJun 2022 to Sep 2024
  6. AdviceperiodJul 2020 to May 2022
  7. Via Global AdvisorsJan 2018 to Jun 2020
  8. HomemakingSep 2016 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

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
6937492
Firm CRD
122258
Advisor's SEC record (opens in a new tab)
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