Queenbridge Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Queenbridge Capital, LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages roughly $79 million for about 58 clients through a small team and, like many peers, charges asset-based advisory fees and documents each client’s Investment Policy Statement.
The firm combines fundamental and technical analysis and pursues long-term trading alongside options strategies, including covered and uncovered options and spread positions, and typically seeks discretionary authority to implement the agreed investment plan. QCL documents client risk tolerances, conducts monthly reviews of accounts, and delivers regular custodian reports to clients.
Noteworthy differences from many supported firms include its explicit use of technical analysis and uncovered options trading—strategies that carry elevated risk—and its requirement that clients custody assets through VEO One (a division of TD Ameritrade). QCL also does not allocate to third‑party sub‑advisers and imposes no account minimum, which can affect how it sources investment ideas and serves a relatively concentrated client roster.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.85%
Main office
1175 Pittsford Victor Rd., Suite 220
Pittsford NY 14534
Advisors at this office
3
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel M
Series 63, Series 65
Pittsford, NY
Queenbridge Capital, LLC
Daniel Muster is a financial advisor with Queenbridge Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Nexus Capital, LLC and New York Life. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with options strategies and typically seeks discretionary authority to implement client investment plans.
Keith M
Series 63
Pittsford, NY
Queenbridge Capital, LLC
Keith Maier is a financial advisor with Queenbridge Capital, LLC and holds a Series 63 designation. He has over 30 years of industry experience, including prior roles at The Maier Group, LLC and his own practice, Keith A Maier. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, including options strategies, and manages approximately $79 million for a focused client base.
Fioramanti M
Series 63, Series 65
Pittsford, NY
Queenbridge Capital, LLC
Fioramanti Marino is a financial advisor at Queenbridge Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nexus Capital, Vision Automotive, JP Morgan, and New York Life Insurance. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, pursuing long-term trading and options strategies, and maintains a client base of approximately 58 accounts with around $79 million in assets under management.
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