David
Achzet

Quint Capital Corporation

CRD#1209132
Investment Advisor
in New York, NY

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About this Advisor

David Achzet is a financial advisor based in New York, New York, working with Quint Capital Corporation. David has previously held positions at Source Capital Group, Vision Financial Markets LLC, Fieldpoint Private Securities LLC, Compliance Consultant, Dominari Securities LLC, Alternative Execution Group, Regulatory Compliance Solutions, Patten Training & Review LLC, Harbor Lights Compliance Consulting LLC, and Quint Capital Corp. David has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Connecticut and New York. Currently, David is part of Quint Capital Corporation, which operates out of New York, New York. The firm has 20 employees and manages assets totaling $146.5 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Quint Capital Corporation includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

230 Park Ave Ste 908
New York, NY 10169

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Quint Capital Corporation Brokerage Details

Total Assets Under Management

$146,525,831

NY Average: $7,464,549,021
Total Number of Employees

20

NY Average: 88
Total Number of Accounts

101

NY Average: 3,892
Average Account Size

$1,450,751

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Achzet Work History

2024 - Present (0 year)

Alternative Execution Group

2024 - Present (0 year)

Regulatory Compliance Solutions

2024 - Present (0 year)

Patten Training & Review LLC

2024 - Present (0 year)

Quint Capital Corp

2023 - Present (1 year)

Harbor Lights Compliance Consulting LLC

2023 - 2023 (< 1 year)

Dominari Securities LLC

2022 - 2023 (1 year)

Compliance Consultant

2019 - 2022 (3 years)

Fieldpoint Private Securities LLC

2015 - 2019 (4 years)

Vision Financial Markets LLC

2011 - 2015 (4 years)

Source Capital Group

Disclosures

Please visit the SEC profile of David Achzet 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 Quint Capital Management

William Powers
New York, NY
James Robinson
New York, NY
David Achzet
New York, NY
Michael Rule
New York, NY
Anthony Giordano
New York, NY
Kevin Oarr
Greenwich, CT
Patrick Considine
New York, NY
James Lombardo
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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