CL
Connor J. Laubenthal
SCS CAPITAL MANAGEMENT LLC
Boston, MA 02199
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CRD#: 7247180
CL
Professional summary
Connor James Laubenthal, who also goes by Connor J Laubenthal, is a registered financial advisor currently at SCS CAPITAL MANAGEMENT LLC located in Boston, Massachusetts.
Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Connor has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Connor J Laubenthal
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.
I*, Entity Type Fiduciary Role , Name of OBA: AAM Address: Quincy, Massachusetts, 02169 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 07/01/2024 No Hours: 2 Weekly No Hours during trading: 1 Weekly Duties: Power of Attorney I*, Entity Type Fiduciary Role, Name of OBA: MLPF& S CUST FPO AAM IRA Address: Quincy, Massachusetts, 02169 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 07/01/2024 No Hours: 2 Weekly No Hours during trading: 1 Weekly Duties: Power of Attorney
CRS (Client Relationship Summary) - RIA
Click below to view Connor James Laubenthal'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
November 1, 2024 - Present
SCS CAPITAL MANAGEMENT LLC
Office #1: 888 Boylston Street Suite 1010, Boston, MA 02199RIA
CRD#: 122258
Boston, MA
Past
August 19, 2022 - October 1, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOSTON, MA
Past
August 19, 2022 - October 1, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOSTON, MA
Past
October 9, 2021 - June 30, 2022
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ATLANTA, GA
Past
July 10, 2021 - June 30, 2022
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ATLANTA, GA
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
Massachusetts(11/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/10/2021
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
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#: 122258Boston, MA 02199TRUST BUT VERIFY
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