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Yves Olivier Cochez

QUATTRO FINANCIAL ADVISORS LLC·THE WOODLANDS, Texas
Series 7, Series 65, Series 66Clean record9 years registeredQUATTRO FINANCIAL ADVISORS LLC
1725 HUGHES LANDING BLVD, THE WOODLANDS, TX 77380CRD# 5622010Firm CRD# 284852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Yves Olivier Cochez · THE WOODLANDS, TX
Registration
CRD #5622010 · QUATTRO FINANCIAL ADVISORS LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

QUATTRO FINANCIAL ADVISORS
Feb 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · February 17, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
QUATTRO FINANCIAL ADVISORS LLC
CRD 284852 · SEC 801-108263
AUM
$1.3B
Regulatory assets under management
Employees
4
265 client accounts
Services offered by QUATTRO FINANCIAL ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at QUATTRO FINANCIAL ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Yves Olivier Cochez offer?
Yves Olivier Cochez specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Yves Olivier Cochez's credentials?
Yves Olivier Cochez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yves Olivier Cochez located?
Yves Olivier Cochez is based in THE WOODLANDS, Texas, working with QUATTRO FINANCIAL ADVISORS LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Yves Olivier Cochez charge for services?
Yves Olivier Cochez'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 QUATTRO FINANCIAL ADVISORS LLC?
QUATTRO FINANCIAL ADVISORS LLC has approximately 4 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUATTRO FINANCIAL ADVISORS LLC

Philip Harold Josephson
THE WOODLANDS, TX

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