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Jorge Taverasurena

Quint Capital Management
3 Years of Experience
New York, NY
3 DisclosuresBroker
View SEC Summary
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Jorge Taverasurena is a registered investment advisor at Quint Capital Management, based in New York, NY, with 3 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 103 clients with $160M in assets under management.

Quint Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
103 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$162.1M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard fee is up to 2.00% per year, billed quarterly in arrears. Fees are negotiable based on relationship history, asset type, account size, volume, and required services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

230 Park Ave - 361W, New York, NY, 10169

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2026
Financial
December 2022
Final
Criminal
February 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Quint Capital CorporationBroker
June 2026 - Present · 4 mos
Quint Capital Management
June 2026 - Present · 4 mos
Previous Registrations
Etico Partners, LLCBroker
May 2026 - June 2026 · 1 mo
Quartz Partners Investment Management
May 2026 - June 2026 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - April 2026 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - April 2026 · 3 yrs 3 mos
Nylife Securities LLCBroker
January 2021 - January 2021 · 0 mos
State Registrations4 states
CAFLNJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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