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Rory L. Wilfork

SCS CAPITAL MANAGEMENT
Los Angeles, CA 90212
Some features on this profile are disabled
CRD#: 2984449
RW

Professional summary

Rory Leandrew Wilfork is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Los Angeles, California.

Rory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Rory has worked at 3 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 3 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rory Leandrew Wilfork'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

January 29, 2021 - Present

SCS CAPITAL MANAGEMENT LLC

Office #1: 9777 Wilshire Blvd 7th Floor, Los Angeles, CA 90212
RIA
CRD#: 122258
Los Angeles, CA
Past

October 1, 2015 - July 5, 2018

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
LOS ANGELES, CA
Past

September 13, 2010 - December 1, 2011

MF GLOBAL INC.

BD
CRD#: 6731
NEW YORK, NY
Past

January 6, 1998 - May 15, 2009

GOLDMAN SACHS & CO. LLC

BD
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".
SC
SCS CAPITAL MANAGEMENT LLC
BLUE CURRENT | SCS INVESTMENT PARTNERS | SCS FUND MANAGEMENT LLC | SCS FINANCIAL SERVICES LLC | SCS FINANCIAL SERVICES | SCS FINANCIAL | SCS CAPITAL MANAGEMENT LLC | FOCUS INVESTMENT PARTNERS

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
California
(1/29/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/4/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 8/15/2015
National Commodity Futures Examination

Current Firm

SC
SCS CAPITAL MANAGEMENT LLC
BLUE CURRENT | SCS INVESTMENT PARTNERS | SCS FUND MANAGEMENT LLC | SCS FINANCIAL SERVICES LLC | SCS FINANCIAL SERVICES | SCS FINANCIAL | SCS CAPITAL MANAGEMENT LLC | FOCUS INVESTMENT PARTNERS

CRD#: 122258 / SEC#: 801-61448

RIA
Registered Investment Advisory firm - (9/6/2002 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
213

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - SCS CAPITAL MANAGEMENT LLC - MARCH 2026 (3/19/2026)

Regulatory assets under management

Total Number of Accounts713
AUM (Assets Under Management)$ 48,650,197,284

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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

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

SCS CAPITAL MANAGEMENT LLC

CRD#: 122258Los Angeles, CA 90212

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