Rafael
Quiros

Hfm Wealth Management

CRD#369607
Investment Advisor
in Hartford, CT

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About this Advisor

Rafael Quiros is a financial advisor operating out of Hartford, Connecticut with 34 years of relevant experience. Quiros works at Hfm Wealth Management. They have spent their whole career at Hfm Wealth Management. Quiros has a Series 63 license, certifying them as a securities agent, and is registered to work in Connecticut and Florida. Hfm Wealth Management is an advisory business headquartered in Hartford, CT. It controls $716 million in assets under management between its 197 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advisory services to 12 charities and foundations. Of its 197 customer accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Hfm Wealth Management can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Constitution Plaza, Fl 9
Hartford, CT 06103-1816

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Hfm Wealth Management Brokerage Details

Total Assets Under Management

$715,720,593

CT Average: $5,297,377,271
Total Number of Employees

10

CT Average: 35
Total Number of Accounts

197

CT Average: 690
Average Account Size

$3,633,099

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Rafael Quiros Work History

Rafael has been registered as a financial advisor for 34 years.*

1988 - Present (36 years)

Hartford Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rafael Quiros to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hfm Wealth Management

James Reynolds
Hartford, CT
Christopher Pierce
Hartford, CT
Kevin Quiros
Hartford, CT
Laurence Brundage
Hartford, CT
Eric Anderson
Hartford, CT
Rafael Quiros
Hartford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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