Cody R. Mccallum

SCS CAPITAL MANAGEMENT LLC

Boston, MA 02199

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CRD#: 6503730

Professional summary

Cody R Mccallum, CFP®, who also goes by Cody Ross Mccallum, is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Boston, Massachusetts.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cody has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cody Ross Mccallum

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 Cody R Mccallum'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

Start date: 2020

Experience

Current

March 3, 2025 - Present

SCS CAPITAL MANAGEMENT LLC

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

RIA

CRD#: 122258

Boston, MA

Past

June 28, 2024 - March 11, 2025

LAKE STREET ADVISORS

RIA

CRD#: 288300

PORTSMOUTH, NH

Past

August 16, 2018 - June 7, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BOSTON, MA

Past

August 16, 2018 - June 7, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOSTON, MA

Past

April 30, 2018 - July 16, 2018

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 106629

Andover, MA

Past

July 22, 2016 - July 16, 2018

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

ANDOVER, 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
(3/7/2025)

IAR

New Hampshire
(3/3/2025)

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 65

Date: 4/19/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2016

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: 11/20/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/22/2016

Investment Company Products/Variable Contracts Representative 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

Cody R. Mccallum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody R Mccallum's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKE STREET ADVISORS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PUTNAM INVESTMENT MANAGEMENT, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

SCS CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2018

Series 63

Date: 8/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2017

Series 6

Date: 7/22/2016

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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