Richard Shaw (CRD# 840393) is an Investment Advisor Representative working at Qvm Group LLC in South Glastonbury, CT and has 1 year of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Qvm Group LLC | Glastonbury, CT | Oct 2001 - Current | 22 |
- CT
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$3,249,007
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT
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