Jeffrey Querido, financial advisor White Plains NY

Jeffrey Querido

CRD Number: 6106093
Current Firm: Advice And Planning Services

Jeffrey Querido (CRD# 6106093) is an Investment Advisor Representative working at Advice And Planning Services in White Plains, NY and has over 10 years of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Jeffrey A. Querido
Phone Number: 212-490-9000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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