Keri R. Primack

QUENT CAPITAL

New York, NY 10036

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CRD#: 2405848

Professional summary

Keri Robyn Primack, CFP®, who also goes by Keri Robyn Bernson, is a registered financial advisor currently at QUENT CAPITAL, LLC located in New York, New York.

Keri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Keri has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keri Robyn Bernson

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.

1. RJL (2017) Inc., 2644 Kirkwood Hwy Suite 300, Dep 987, Newark, DE 19711. Settelor (sic) of Trust. President - Occasional Signatures. No Compensation, minimal time spent on activity and some during work hours. 2. Independent insurance agent, since 1996; non-investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keri Robyn Primack's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

March 8, 2022 - Present

QUENT CAPITAL, LLC

Office #1: 1120 Avenue Of The Americas 4th Floor, New York, NY, 10036

RIA

CRD#: 308203

New York, NY

Past

April 5, 2018 - December 23, 2021

PEOPLE'S UNITED ADVISORS, INC.

RIA

CRD#: 292454

New York, NY

Past

November 3, 2016 - March 31, 2020

PEOPLE'S SECURITIES, INC.

RIA

CRD#: 13704

New York, NY

Past

November 2, 2016 - December 23, 2021

PEOPLE'S SECURITIES, INC.

CRD#: 13704

New York, NY

Past

March 13, 2012 - August 9, 2017

GFA SECURITIES, LLC

CRD#: 128568

NEW YORK, NY

Past

September 23, 2011 - November 29, 2016

GERSTEIN FISHER

RIA

CRD#: 118551

NEW YORK, NY

Past

February 24, 2004 - May 17, 2010

GFA SECURITIES, LLC

CRD#: 128568

NEW YORK, NY

Past

August 1, 2003 - March 3, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

February 10, 1997 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUENT CAPITAL, LLC

CRD#: 308203 / SEC#: 801-118601

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

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 York
(3/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/1997

General Securities Representative Examination

Current Firm

QUENT CAPITAL, LLC

CRD#: 308203 / SEC#: 801-118601

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

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Contact information

Main Address

1120 Avenue Of The Americas 4th Floor, New York, NY, 10036

Mailing Address

Phone number

(212) 796-0707

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,406
AUM (Assets Under Management)	$ 1,647,915,798

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2024	Cover Page	Report
11/30/2023	Cover Page	Report
08/26/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Keri R. Primack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keri Robyn Primack's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEOPLE'S UNITED ADVISORS, INC.

PEOPLE'S SECURITIES, INC.

PEOPLE'S SECURITIES, INC.

GFA SECURITIES, LLC

GERSTEIN FISHER

GFA SECURITIES, LLC

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

Primary Firm SEC Registration

QUENT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/1997

SIE

Date: 10/1/2018

Series 7

Date: 2/7/1997

Current Firm

QUENT CAPITAL, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

QUENT CAPITAL, LLC

TRUST BUT VERIFY

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