A complete list of active advisors currently associated with Quantum Advisory Group, LLC
Warmer can help you find a great advisor at Quantum Advisory Group, LLC or one who fits your needs even better.
Quantum Advisory Group is an independent, solo-registered investment adviser that serves individual investors, employer plan sponsors, trusts, charitable organizations and small- to mid-sized businesses. The firm provides comprehensive and limited financial planning, portfolio management for both individual and institutional clients, and retirement plan and pension consulting to employers. Advisory services are tailored to each client and can be delivered on a discretionary or non-discretionary basis, with investment programs built around broad diversification across equities, mutual funds, ETFs, options and fixed income; the firm reports using Monte Carlo analysis to help derive asset allocations. Accounts are monitored continuously and formally reviewed at least quarterly, and portfolio management clients are asked to open accounts at recommended broker-dealers for custodial and trading execution. The firm is affiliated with another state-registered investment adviser and an insurance entity, a relationship the brochure discloses as a potential economic conflict when clients use affiliated services, and the principal holds insurance licenses enabling implementation of insurance and annuity recommendations. Distinctive for a solo independent adviser, Quantum offers pension consulting and institutional portfolio management, reported no regulatory assets under management as of March 31, 2024, recently amended its business to discontinue management of affiliated private funds, and discloses a past SEC books-and-records disciplinary order involving a management person.
To learn more about the advisors currently working at Quantum Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ronkonkoma, NY
| 27
|
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