QUEST FINANCIAL SERVICES, INC.
CRD #132940 SEC #801-66953 LYNNFIELD, MA 781-224-3456
SEC Registered
Total AUM
$22.2M
Discretionary
$22.2M
Employees
5
Clients
25
Accounts
65
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURRY, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CURRY, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CURRY, MARGARET, MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUBEE, ROBERT, L. | I | PRESIDENT | D | Control |
| DUBEE, ROBERT, L. | I | PRESIDENT | D | Control |
| DUBEE, ROBERT, L. | I | PRESIDENT | D | Control |
| DUBEE, ROBERT, L. | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DUBEE, ROBERT, L. | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DUBEE, ROBERT, L. | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (1)
MA
Address
40 SALEM STREET - BLDG. 2LYNNFIELD, MA 1940
United States
Phone: 781-224-3456