William Alan George Jr.
Investment Adviser Representative at SCS Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Alan George is an investment adviser representative with SCS Capital Management LLC in Portsmouth, NH, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with LAKE Street Advisors. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Massachusetts and New Hampshire.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, New Hampshire
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lake Street AdvisorsJul 2022 – no end date reportedPortsmouth, NH
- Lake Street AdvisorsDec 2022 – Feb 2025Portsmouth, NH
- Market BasketJun 2016 – Dec 2019Lee, NH
- Quinnipiac UniversityAug 2018 – May 2022Lee, NH
- High SchoolSep 2014 – Jun 2018Lee, NH
- SCS Capital Management LLCMar 2025 – no end date reportedPortsmouth, NH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SCS Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0075
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 79
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Boston, MA
- SEC file number:
- 801-61448
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
View full firm profileOther advisors at SCS Capital Management LLC
Showing 12 of 79 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Alan George Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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