Jeremy Sylvester

QUAHOG INVESTMENTS LLC

RICHMOND, RI

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CRD#: 6766192

Professional summary

Jeremy Sylvester, who also goes by Jeremy Evan Sylvester, is a registered financial advisor currently at QUAHOG INVESTMENTS LLC located in Richmond, Rhode Island.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeremy has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 57 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Evan Sylvester

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.

I provide part time work to Sonalysts Inc. This is non-investment related, after hours (not during the trading day, typically), and provides military expertise in the development of new technologies. Currently, 10-15 hours per week are devoted to this; however, after November of 2020 this business will be reduced to infrequent hours on a consulting basis.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Sylvester'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®

None

Experience

Current

July 7, 2025 - Present

QUAHOG INVESTMENTS LLC

RIA

CRD#: 337558

RICHMOND, RI

Past

January 4, 2021 - December 31, 2023

QUAHOG INVESTMENTS LLC

RIA

CRD#: 307577

Richmond, RI

Past

June 3, 2019 - December 12, 2019

EDWARD JONES

RIA

CRD#: 250

RICHMOND, RI

Past

May 2, 2019 - December 12, 2019

EDWARD JONES

CRD#: 250

RICHMOND, RI

Past

September 22, 2017 - October 11, 2017

T3 TRADING GROUP, LLC

CRD#: 154431

NEW YORK, 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

Rhode Island
(7/7/2025)

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

IAR

Series 66

Date: 5/31/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/2/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 57

Date: 9/22/2017

Securities Trader Exam

Current Firm

QUAHOG INVESTMENTS LLC

CRD#: 337558 / SEC#:

Rhode Island

Registered Investment Advisory firm - (6/27/2025 Approved)

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Contact information

Main Address

Richmond, RI

Mailing Address

#1059 1276 Bald Hill Road Unit 15, Warwick, RI 02886

Phone number

(401) 200-2133

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 300,000

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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Jeremy Sylvester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Sylvester's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUAHOG INVESTMENTS LLC

QUAHOG INVESTMENTS LLC

EDWARD JONES

EDWARD JONES

T3 TRADING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2019

Series 7TO

Date: 5/2/2019

SIE

Date: 10/11/2017

Series 57

Date: 9/22/2017

Current Firm

QUAHOG INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUAHOG INVESTMENTS LLC

TRUST BUT VERIFY

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