Andrew E. Janfaza

SCS CAPITAL MANAGEMENT LLC

Boston, MA 02199

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CRD#: 2786734

Professional summary

Andrew Edward Janfaza, who also goes by Andrew Janfaza, is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Boston, Massachusetts.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Andrew has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Janfaza

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.

Entity Name: Noble and Greenough School Investment related: Yes Address: 10 Campus Drive Dedham, MA 02026 Nature of the other business: Independent School, Grades 7-12 Position/Title/Relationship: Trustee; Chair of the Investment Committee Start Date: 08-Sep-2020 Approximate # of hours a month: 6 committee meetings per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chair of the Investment Committee; I am already a trustee

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Edward Janfaza'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®

None

Experience

Current

May 22, 2024 - Present

SCS CAPITAL MANAGEMENT LLC

Office #1: 888 Boylston Street Suite 1010, Boston, MA 02199Office #2: 515 N Flagler Drive, Suite 1900, West Palm Beach, FL 33401

RIA

CRD#: 122258

Boston, MA

Past

March 29, 2021 - December 20, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Boston, MA

Past

April 3, 2020 - December 20, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

Boston, MA

Past

July 12, 2018 - December 31, 2019

NEUBERGER BERMAN BD LLC

RIA

CRD#: 2908

BOSTON, MA

Past

July 10, 2018 - December 31, 2019

NEUBERGER BERMAN BD LLC

CRD#: 2908

BOSTON, MA

Past

May 15, 2015 - July 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

February 5, 2015 - July 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOSTON, MA

Past

November 22, 2002 - February 29, 2008

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

BOSTON, MA

Past

August 30, 1996 - December 10, 2002

GOLDMAN SACHS & CO. LLC

CRD#: 361

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".

SCS CAPITAL MANAGEMENT LLC

CRD#: 122258 / SEC#: 801-61448

RIA

Registered Investment Advisory firm - (9/6/2002 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

Florida
(7/20/2024)

IAR

Massachusetts
(5/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/14/2015

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/28/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2015

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 9/9/1996

National Commodity Futures Examination

Current Firm

SCS CAPITAL MANAGEMENT LLC

CRD#: 122258 / SEC#: 801-61448

RIA

Registered Investment Advisory firm - (9/6/2002 Approved)

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Contact information

Main Address

888 Boylston Street Suite 1010, Boston, MA 02199

Mailing Address

Phone number

(617) 204-6400

Established

Firm type

Fiscal year end

# of Employees

210

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - SCS CAPITAL MANAGEMENT LLC - MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	722
AUM (Assets Under Management)	$ 43,134,668,533

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/10/2025	Cover Page	Report
04/16/2025	Cover Page	Report
11/26/2024	Cover Page	Report
01/02/2024	Cover Page	Report
01/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Andrew E. Janfaza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Edward Janfaza's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN BD LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DEUTSCHE BANK SECURITIES INC.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

SCS CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2015

Series 65

Date: 11/28/2001

Series 63

Date: 9/12/1996

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2015

Series 3

Date: 9/9/1996

Current Firm

SCS CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCS CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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