JW
Josef-stefan Wenzler
QUBE CAPITAL SOLUTIONS
WEST HARTFORD, CT
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CRD#: 5799051
JW
Professional summary
Josef-stefan Wenzler is a registered financial advisor currently at QUBE CAPITAL SOLUTIONS, LLC located in West Hartford, Connecticut.
Josef-stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Josef-stefan has worked at 1 firm .
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 Josef-stefan Wenzler'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 11, 2024 - Present
QUBE CAPITAL SOLUTIONS, LLC
RIA
CRD#: 324137
WEST HARTFORD, CT
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
Connecticut(9/11/2024)
Exams
Current Firm
QC
QUBE CAPITAL SOLUTIONS, LLC
QUBE CAPITAL SOLUTIONS, LLC
CRD#: 324137 / SEC#: 801-127073
RIA
Registered Investment Advisory firm - (10/30/2024 Terminated)Connecticut
Registered Investment Advisory firm - (9/11/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Hartford, CT
Mailing Address
Phone number
(475) 467-0067
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 61,500,000 |
Red Flags
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