David Quade
Professional Summary
David Quade, who also goes by David Allen Quade, is a registered financial advisor currently at OLD GREENWICH PARTNERS, LLC located in Jacksonville, Florida. David is registered as a RR (Registered Representative) and started their career in finance in 1984. David has worked at 8 firms and has passed the Series 65, Series 63, Series 66, Series 99TO, SIE, Series 79, Series 7, Series 14, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Allen Quade
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Contact Information
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
KELBRA SECURITIES, LLC | OLD GREENWICH SECURITIES, LLC | OLD GREENWICH PARTNERS, LLC
Contact Information
Main Address
4920 Key Lime Drive, Suite 204, Jacksonville, FL 32256Mailing Address
Po Box 350046, Jacksonville, FL 32235Phone Number
(203) 653-3800Established
Connecticut since 03/05/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/27/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Dec 2013About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Quade's CRS (Customer Relationship Summary).
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