Quest Capital Strategies, Inc.

Quest Capital Strategies, Inc. (CRD# 16783) is a financial advisory firm headquartered in Lake Forest, CA. They manage $33,000,000 in 190 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $173,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA

Financial Advisors at Quest Capital Strategies, Inc.
Showing 1 - 10 of 63 top financial advisors.
1
Leann Hartman
CRD#: 3121694
23832 Rockfield Blvd, Suite 130, Lake Forest, CA 92630
98
Wealthminder
score

Leann Hartman (CRD# 3121694) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Lake Forest, CA and has over 18 years of experience in the finance industry.

2
Grant Abadzhyan
CRD#: 5149737
22801 Ventura Blvd, Suite 110, Woodland Hills, CA 91364
93
Wealthminder
score

Grant Abadzhyan (CRD# 5149737) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Woodland Hills, CA and has over 9 years of experience in the finance industry.

3
Gregory S. Arce
CRD#: 4207555
Dunbarton, NH
93
Wealthminder
score

Gregory Arce (CRD# 4207555) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Dunbarton, NH and has over 8 years of experience in the finance industry.

4
Helsa G. Ariass
CRD#: 2592788
Beverly Hills, CA
93
Wealthminder
score

Helsa Ariass (CRD# 2592788) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry.

5
Francis M. Audi
CRD#: 5636867
Miami Beach, FL
93
Wealthminder
score

Francis Audi (CRD# 5636867) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Miami Beach, FL and has over 6 years of experience in the finance industry.

6
Daniel H. Barajas
CRD#: 2461756
Cedar Park, TX
93
Wealthminder
score

Daniel Barajas (CRD# 2461756) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Cedar Park, TX and has over 16 years of experience in the finance industry.

7
Kristyn S. Bayles
CRD#: 2153044
Carlsbad, CA
93
Wealthminder
score

Kristyn Bayles (CRD# 2153044) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Carlsbad, CA and has over 25 years of experience in the finance industry.

8
Nalin Bhatt
CRD#: 4697755
23832 Rockfield Blvd., Suite 130, Lake Forest, CA 92630
93
Wealthminder
score

Nalin Bhatt (CRD# 4697755) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Lake Forest, CA and has over 13 years of experience in the finance industry.

9
Mark J. Braverman
CRD#: 1037600
Bensalem, PA
93
Wealthminder
score

Mark Braverman (CRD# 1037600) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Bensalem, PA and has over 14 years of experience in the finance industry.

10
Todd A. Buck
CRD#: 2736289
Sewell, NJ
93
Wealthminder
score

Todd Buck (CRD# 2736289) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Sewell, NJ and has over 20 years of experience in the finance industry.

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