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RS

Richard C. Shaw

QVM GROUP LLC
South Glastonbury, CT
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CRD#: 840393
RS

Professional summary


Richard Clark Shaw JR, who also goes by Richard Clark Shaw, is a registered financial advisor currently at QVM GROUP LLC located in South Glastonbury, Connecticut.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Richard has worked at 3 firms and has passed the Series 7, Series 1, Series 2 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Richard Clark Shaw

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.
ADJUNCT TO BUSINESS: PUBLISH INVESTMENT RELATED ARTICLES AT SEEKINGALPHA FOR READERSHIP ROYALTIES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Clark Shaw JR'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

January 16, 2007 - Present

QVM GROUP LLC

Office #2: 2389 Main Street, Glastonbury, CT 06033
RIA
CRD#: 142534
South Glastonbury, CT
Past

April 10, 1995 - May 25, 1999

PHOENIXLINK INVESTMENTS INC.

BD
CRD#: 37272
EAST HARTFORD, CT
Past

March 23, 1983 - July 6, 1995

VP DISTRIBUTORS LLC

BD
CRD#: 3036
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
(1/16/2007)

Exams


General Industry/Product Exam
RR
Series 7
Date: 3/19/1983
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 7/14/1977
Registered Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 9/23/1976
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


QG
QVM GROUP LLC
QVM GROUP LLC

CRD#: 142534 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/16/2007 Approved)
Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)
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Contact information


Main Address
South Glastonbury, CT
Mailing Address
2389 Main Street, Glastonbury, CT 06033
Phone number
(860) 633-1760
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts15
AUM (Assets Under Management)$ 67,607,163

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.

Company Information


QVM GROUP LLC

CRD#: 142534South Glastonbury, CT

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