Claim Profile
JB

Joel Peter Brebbia

QTRON INVESTMENTS LLC·BOSTON, Massachusetts
Unclaimed Profile
50 MILK STREET, BOSTON, MA 02109CRD# 4189713Firm CRD# 285608
01

About

Joel Peter Brebbia is a registered financial advisor based in BOSTON, Massachusetts, affiliated with QTRON INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
QTRON INVESTMENTS LLC
QTRON INVESTMENTS LLC
AUM
$1.2B
Regulatory assets under management
Employees
12
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4189713
Firm CRD# 285608
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joel Peter Brebbia offer?
Joel Peter Brebbia specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Joel Peter Brebbia's credentials?
Joel Peter Brebbia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Peter Brebbia located?
Joel Peter Brebbia is based in BOSTON, Massachusetts, working with QTRON INVESTMENTS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Joel Peter Brebbia charge for services?
Joel Peter Brebbia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QTRON INVESTMENTS LLC?
QTRON INVESTMENTS LLC has approximately 12 employees and manages $1.2B 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 →
Browse by specialty