Clare K. Harker
Professional summary
Clare Katherine Harker, who also goes by Clare Lugli, Clare Katherine Lugli, is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Boston, Massachusetts.
Clare is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Clare has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7TO exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clare Katherine Harker's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 6, 2024 - Present
SCS CAPITAL MANAGEMENT LLC
Office #1: 888 Boylston Street Suite 1010, Boston, MA 02199September 21, 2019 - May 15, 2024
BESSEMER INVESTOR SERVICES, INC.
Primary Firm SEC Registration
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258 / SEC#: 801-61448
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2024)
Exams
Series 7TO
Date: 9/10/2019
General Securities Representative ExaminationCurrent Firm
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258 / SEC#: 801-61448
Contact information
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258Boston, MA 02199TRUST BUT VERIFY
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