Be advised. This firm is no longer registered.

Quest Strategy

Quest Strategy (CRD# 158820) is a financial advisory firm headquartered in Darien, CT. They manage $750,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Quest Strategy
No Advisor Found.
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