Keri Primack is a CFP-designated registered investment advisor at Quent Capital, LLC, based in New York, NY, with 27 years of industry experience. Keri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 368 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quent Capital's annual investment management fee is negotiable and generally ranges from 0.50% to 1.00%. The fee is based on the value of the account on the last day of each calendar quarter and is billed in arrears. Fees are deducted from the client’s account when possible. The firm may reduce or waive its fee in its sole discretion.
Location
1120 Avenue of the Americas, 4th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keri is the President and Settlor of Trust for RJL (2017) Inc., spending minimal time on the activity. Keri is also an independent insurance agent since 1996.
Employment History
Current Registrations
Quent Capital, LLC
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
Gfa Securities, LLCBroker
Gerstein Fisher
Gfa Securities, LLCBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.