James
Lombardo

Quint Capital Corporation

CRD#1229340
Investment Advisor
in New York, NY

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About this Advisor

James Lombardo is a financial advisor based in New York, New York, working with Quint Capital Corporation. James has previously held positions at Petersen Investment and Quint Capital Corporation. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New York. Currently, James 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 services including 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

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

James Lombardo Work History

2019 - Present (5 years)

Quint Capital Corporation

2001 - 2019 (18 years)

Petersen Investment

Disclosures

Please visit the SEC profile of James Lombardo 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
David Achzet
New York, NY
James Robinson
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

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