AdvisorOS Directory
Claim Profile
Unclaimed Profile
KF

Kathryn Bernadette Frey

FQS CAPITAL PARTNERS LP·PORT JEFFERSON, New York
Clean recordFQS CAPITAL PARTNERS LP
40 NORTH COUNTRY ROAD, PORT JEFFERSON, NY 11777CRD# 6668243Firm CRD# 284308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Bernadette Frey · PORT JEFFERSON, NY
Registration
CRD #6668243 · FQS CAPITAL PARTNERS LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathryn Bernadette Frey is a registered financial advisor based in PORT JEFFERSON, New York, affiliated with FQS CAPITAL PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Kathryn

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

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

03

Firm Overview

Firm
FQS CAPITAL PARTNERS LP
FQS CAPITAL PARTNERS LP
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FQS CAPITAL PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6668243
Firm CRD# 284308
View on FINRA BrokerCheck →

Looking for a financial advisor in PORT JEFFERSON?

Browse all registered financial advisors in PORT JEFFERSON, New York or claim this profile if it's yours.

Browse PORT JEFFERSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kathryn Bernadette Frey offer?
Kathryn Bernadette Frey specializes in Retirement Planning. Contact their office in PORT JEFFERSON, New York for a consultation.
What are Kathryn Bernadette Frey's credentials?
Kathryn Bernadette Frey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Bernadette Frey located?
Kathryn Bernadette Frey is based in PORT JEFFERSON, New York, working with FQS CAPITAL PARTNERS LP. Their office serves clients in the PORT JEFFERSON metropolitan area and surrounding communities.
How does Kathryn Bernadette Frey charge for services?
Kathryn Bernadette Frey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FQS CAPITAL PARTNERS LP?
FQS CAPITAL PARTNERS LP has approximately 3 employees and manages $70M 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 →

Other Advisors at FQS CAPITAL PARTNERS LP

John Keith O'callaghan
PORT JEFFERSON, NY
Robert Joseph Frey
PORT JEFFERSON, NY

More Advisors in PORT JEFFERSON, New York

Brian Christopher Mark
ST. JAMES INVESTMENT ADVISORS, LLC·PORT JEFFERSON, NY
Gregory Vincent Milano
FORTUNA INVESTORS LLC·PORT JEFFERSON, NY
Jennifer Ann Abbonizio
ST. JAMES INVESTMENT ADVISORS, LLC·PORT JEFFERSON, NY
John Andrew Spicciatie
ST. JAMES INVESTMENT ADVISORS, LLC·PORT JEFFERSON, NY
Michelle Eileen Milano
FORTUNA INVESTORS LLC·PORT JEFFERSON, NY
Thomas Joseph Fatjo
FORTUNA INVESTORS LLC·PORT JEFFERSON, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile