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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Scs Financial 13 years, 6 months Mar 2006 - Present
Fidelity Investments 9 months Jun 2005 - Mar 2006
Forum Fund Services, LLC 2 years, 3 months Feb 2003 - May 2005
Ironwood Capital Management 2 years, 11 months Jun 2002 - May 2005
Are You
Derek Michael Dobecki?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Derek Dobecki

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 2, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 28, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Scs Capital Management LLC

Last updated on May 30, 2019
    • $21.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 258
      Accounts
    • $81.9M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees
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