Surgeons Capital Management (SCM) is a private concierge wealth management firm that works solely with Surgeons around the country. We focus on wealth management, estate planning, retirement benefits, and credit protection strategies. Because of our work with surgeons and their professional associations we are able to provide benefits and programs that are only available to surgeons working with us. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Surgeons Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
View Top Employees from Surgeons Capital ManagementWebsite | http://www.scm-advisors.com |
Revenue | $5 million |
Employees | 3 (3 on RocketReach) |
Founded | 2012 |
Address | 12 Arlington Rd, Ste 201, Devon, Pennsylvania 19333, US |
Phone | (484) 367-0261 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 64 Companies, SIC Code 6411 Companies, SIC Code 641 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 523 Companies, NAICS Code 5242 Companies |
Looking for a particular Surgeons Capital Management employee's phone or email?
The Surgeons Capital Management annual revenue was $5 million in 2024.
Ian Rose is the Founding Partner of Surgeons Capital Management.
3 people are employed at Surgeons Capital Management.
Surgeons Capital Management is based in Devon, Pennsylvania.
The NAICS codes for Surgeons Capital Management are [52, 524, 523, 5242].
The SIC codes for Surgeons Capital Management are [64, 6411, 641].