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BH

Brian A. Hunter

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
BOSTON, MA 02199
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CRD#: 1352808
BH

Professional summary


Brian Alan Hunter, CIMA® is a registered financial advisor currently at STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. located in Boston, Massachusetts.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Brian has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF BUSINESS: STRATEGIC CAPITAL NETWORK, LLC ADDRESS: 357 BEACON STREET, BOSTON, MA 02199 THIS BUSINESS IS NOT INVESTMENT RELATED. I AM THE MANAGER AND SOLE EMPLOYEE. THIS BUSINESS IS A SOFTWARE DEVELOPMENT AND CONSULTING BUSINESS. NO WORK IS DONE DURING TRADING HOURS. LESS THAN 10 HOURS IS DEVOTED WEEKLY TO THIS BUSINESS OUTSIDE OF TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brian Alan Hunter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Experience


Current

November 2, 2001 - Present

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Office #1: 800 Boylston Street Suite 2830, Boston, MA 02199
RIA
CRD#: 114922
BOSTON, MA
Past

July 26, 1999 - October 2, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 13, 1995 - July 8, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 31, 1993 - October 6, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 21, 1985 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

CRD#: 114922 / SEC#: 801-60513

RIA
Registered Investment Advisory firm - (8/24/2001 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(11/2/2001)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/31/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

CRD#: 114922 / SEC#: 801-60513

RIA
Registered Investment Advisory firm - (8/24/2001 Approved)
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Contact information


Main Address
357 Beacon Street Suite 2, Boston, MA 02116
Mailing Address
Phone number
(617) 450-9300
Established
Firm type
Fiscal year end
# of Employees
0

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC CAPITAL ALLOCATION GROUP, LLC (3/31/2025)

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 6,804,963,665

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

CRD#: 114922Boston, MA 02199

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