Kathleen B. Longo

SCS CAPITAL MANAGEMENT LLC

Boston, MA 02199

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CRD#: 5901085

Professional summary

Kathleen Burke Longo, CFP®, who also goes by Kathleen B Longo, is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Boston, Massachusetts.

Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kathleen has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kathleen B Longo

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 Kathleen Burke Longo'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®

CFP^®

Certified Financial Planner

Experience

Current

June 18, 2019 - Present

SCS CAPITAL MANAGEMENT LLC

Office #1: 888 Boylston Street Suite 1010, Boston, MA 02199

RIA

CRD#: 122258

Boston, MA

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

Massachusetts
(6/18/2019)

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

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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Kathleen B. Longo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathleen Burke Longo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCS CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

SCS CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

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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