Unclaimed Profile

Todd William Gambit

QUANTUM PRIVATE WEALTH, LLC·LAKE FOREST, Illinois

SIE, Series 3, Series 7, Series 63, Series 65Clean record10 years registeredQUANTUM PRIVATE WEALTH, LLC

249 MARKET SQUARE CT, LAKE FOREST, IL 60045CRD# 4726423Firm CRD# 307358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd William Gambit · LAKE FOREST, IL

Registration

CRD #4726423 · QUANTUM PRIVATE WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

GAMBIT ASSET MANAGEMENT

Sep 2021 – present

QUANTUM PRIVATE WEALTH, LLC

Mar 2020 – Oct 2021

LAKE FOREST, IL

GAMBIT ASSET MANAGEMENT

Jan 2019 – Apr 2020

LAKE FOREST, IL

CHICAGO PARTNERS INVESTMENT GROUP LLC

Jan 2016 – Oct 2018

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · January 14, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTUM PRIVATE WEALTH, LLC

CRD 307358 · SEC 801-118195

AUM

$308M

Regulatory assets under management

Employees

350 client accounts

Services offered by QUANTUM PRIVATE WEALTH, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QUANTUM PRIVATE WEALTH, LLC →

Introduction

Speak with Todd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Todd is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE FOREST?

Browse all registered financial advisors in LAKE FOREST, Illinois or claim this profile if it's yours.

Browse LAKE FOREST Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Todd William Gambit offer?

Todd William Gambit specializes in Investment Management, Wealth Management. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Todd William Gambit's credentials?

Todd William Gambit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd William Gambit located?

Todd William Gambit is based in LAKE FOREST, Illinois, working with QUANTUM PRIVATE WEALTH, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Todd William Gambit charge for services?

Todd William Gambit's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTUM PRIVATE WEALTH, LLC?

QUANTUM PRIVATE WEALTH, LLC has approximately 3 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →