Stuart Quan (CRD# 2281446) is an Investment Advisor Representative working at Powder Ridge Capital LP in Sagaponack, NY and has over 5 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 2238818
Wilmington Capital Securities, LLC
CRD# 2886346
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Powder Ridge Capital LP | Sagaponack, NY | Feb 2017 - Current | 7 |
| Eden Capital Management LLC | New York, NY | Oct 2015 - Jan 2017 | 1 |
| Powder Ridge Capital LP | New York, NY | Feb 2015 - Sep 2015 | < 1 |
| Roystone Capital Management LP | New York, NY | Nov 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- LA
- NJ
- NY
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$179,797
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, NJ, NY, TX
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