SQ
Stuart A. Quan
POWDER RIDGE CAPITAL LP
Sagaponack, NY
CRD#: 2281446
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SQ
Stuart Alexander QuanPOWDER RIDGE CAPITAL LP
Professional summary
Stuart Alexander Quan is a registered financial advisor currently at POWDER RIDGE CAPITAL LP located in Sagaponack, New York.
Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Stuart has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Stuart Alexander Quan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2020 - Present
POWDER RIDGE CAPITAL LP
RIA
CRD#: 309767
Sagaponack, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(2/4/2021)
IAR
New York(3/23/2021)
IAR
Texas(9/29/2020)
Current Firm
PR
POWDER RIDGE CAPITAL LP
POWDER RIDGE CAPITAL LP
CRD#: 309767 / SEC#:
Louisiana
Registered Investment Advisory firm - (11/18/2025 Terminated)New Jersey
Registered Investment Advisory firm - (2/4/2021 Approved)New York
Registered Investment Advisory firm - (7/27/2020 Approved)Texas
Registered Investment Advisory firm - (9/29/2020 Conditional Restricted)Loading...
Contact information
Main Address
116 Gibson Lane, Sagaponack, NY 11962
Mailing Address
Po Box 250, Sagaponack, NY 11962
Phone number
(917) 734-3995
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 14,785,446 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
