Unclaimed Profile

Maria Lorraine Mcquade

CONESTOGA CAPITAL ADVISORS, LLC·WAYNE, Pennsylvania

Clean recordCONESTOGA CAPITAL ADVISORS, LLC

CROSSPOINT AT VALLEY FORGE, WAYNE, PA 19087CRD# 4786834Firm CRD# 111750

Profile Verification

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

Identity

Maria Lorraine Mcquade · WAYNE, PA

Registration

CRD #4786834 · CONESTOGA CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Maria Lorraine Mcquade is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with CONESTOGA CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CONESTOGA CAPITAL ADVISORS, LLC

AUM

$7.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONESTOGA CAPITAL ADVISORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4786834

Firm CRD# 111750

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Maria Lorraine Mcquade offer?

Maria Lorraine Mcquade specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Maria Lorraine Mcquade's credentials?

Maria Lorraine Mcquade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maria Lorraine Mcquade located?

Maria Lorraine Mcquade is based in WAYNE, Pennsylvania, working with CONESTOGA CAPITAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Maria Lorraine Mcquade charge for services?

Maria Lorraine Mcquade'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 CONESTOGA CAPITAL ADVISORS, LLC?

CONESTOGA CAPITAL ADVISORS, LLC has approximately 17 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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