Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$425.3M average
Assets Under Management
$6.8B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

800 Boylston Street, 24th Floor, Boston, MA, 02199

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian is the manager and sole employee of Strategic Capital Network, LLC, a software development and consulting business. He spends a few hours per week on this activity outside of trading hours.

Employment History
Current Registrations
Strategic Capital Allocation Group, L.L.C.
November 2001 - Present · 24 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.