AH
Amanda C. Henry
SCS CAPITAL MANAGEMENT LLC
Dallas, TX 75219
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CRD#: 6955720
AH
Professional summary
Amanda Carol Henry is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Dallas, Texas.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Amanda has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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.
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 6/10/2019 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: IARBusiness Name: WDW Financial Westbrooks Dugger & Westbrooks Financial Investment Related: Yes Address: 2600 N Central Expy, Suite 575 Richardson TX 75080 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Associate Financial Planner Start Date: 6/3/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: financial planning
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Carol Henry's 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®
NoneExperience
Current
February 3, 2025 - Present
SCS CAPITAL MANAGEMENT LLC
Office #1: 3811 Turtle Creek Blvd Suite 1325, Dallas, TX 75219RIA
CRD#: 122258
Dallas, TX
Past
July 26, 2024 - February 6, 2025
EDGE CAPITAL GROUP, LLC
RIA
CRD#: 297596
Dallas, TX
Past
February 25, 2020 - August 19, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Richardson, TX
Past
November 25, 2019 - August 19, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Richardson, TX
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
Texas(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 04/16/2025 | ||
| 11/26/2024 | ||
| 01/02/2024 | ||
| 01/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258Dallas, TX 75219TRUST BUT VERIFY
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