Unclaimed Profile

Marcel Victoria Quiroga

CAPITAL FORMATION GROUP, INC.·WELLESLEY, Massachusetts

SIE, Series 7, Series 31, Series 66Clean record20 years registeredCAPITAL FORMATION GROUP, INC.

60 WALNUT STREET, WELLESLEY, MA 02481CRD# 5000577Firm CRD# 110958

Profile Verification

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

Identity

Marcel Victoria Quiroga · WELLESLEY, MA

Registration

CRD #5000577 · CAPITAL FORMATION GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

TQM WEALTH PARTNERS

Mar 2016 – present

CAPITAL FORMATION GROUP, INC.

Apr 2010 – Feb 2016

WELLESLEY, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2006 – Mar 2009

BOSTON, MA

MORGAN STANLEY

Oct 2005 – Jun 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · October 18, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FORMATION GROUP, INC.

CRD 110958 · SEC 801-24315

AUM

$2M

Regulatory assets under management

Employees

2 client accounts

Services offered by CAPITAL FORMATION GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL FORMATION GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Marcel Victoria Quiroga offer?

Marcel Victoria Quiroga specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Marcel Victoria Quiroga's credentials?

Marcel Victoria Quiroga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcel Victoria Quiroga located?

Marcel Victoria Quiroga is based in WELLESLEY, Massachusetts, working with CAPITAL FORMATION GROUP, INC.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Marcel Victoria Quiroga charge for services?

Marcel Victoria Quiroga's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FORMATION GROUP, INC.?

CAPITAL FORMATION GROUP, INC. has approximately 5 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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