Unclaimed Profile

Thomas Jakob Stewart

QUANTBASE, LLC·NEW YORK CITY, New York

Series 65Clean record4 years registeredQUANTBASE, LLC

30 WALL STREET, NEW YORK CITY, NY 10005CRD# 7438686Firm CRD# 315414

Profile Verification

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

Identity

Thomas Jakob Stewart · NEW YORK CITY, NY

Registration

CRD #7438686 · QUANTBASE, LLC · 4 years registered

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Jakob Stewart is a registered financial advisor based in NEW YORK CITY, New York, affiliated with QUANTBASE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

QUANTBASE, LLC

QUANTBASE

AUM

$20M

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUANTBASE, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7438686

Firm CRD# 315414

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Frequently Asked Questions

What services does Thomas Jakob Stewart offer?

Thomas Jakob Stewart specializes in Investment Management. Contact their office in NEW YORK CITY, New York for a consultation.

What are Thomas Jakob Stewart's credentials?

Thomas Jakob Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Jakob Stewart located?

Thomas Jakob Stewart is based in NEW YORK CITY, New York, working with QUANTBASE, LLC. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.

How does Thomas Jakob Stewart charge for services?

Thomas Jakob Stewart's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTBASE, LLC?

QUANTBASE, LLC has approximately 2 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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