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William Brendan Walsh

QUANTUM LEAP CAPITAL, LLC·SOUTH BURLINGTON, Vermont
Clean recordQUANTUM LEAP CAPITAL, LLC
3 BALDWIN AVE, SOUTH BURLINGTON, VT 05403CRD# 3049060Firm CRD# 165310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Brendan Walsh · SOUTH BURLINGTON, VT
Registration
CRD #3049060 · QUANTUM LEAP CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Brendan Walsh is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with QUANTUM LEAP CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
QUANTUM LEAP CAPITAL, LLC
QUANTUM LEAP CAPITAL, LLC
AUM
$105M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at QUANTUM LEAP CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3049060
Firm CRD# 165310
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Brendan Walsh offer?
William Brendan Walsh specializes in Financial Planning, Investment Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are William Brendan Walsh's credentials?
William Brendan Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Brendan Walsh located?
William Brendan Walsh is based in SOUTH BURLINGTON, Vermont, working with QUANTUM LEAP CAPITAL, LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does William Brendan Walsh charge for services?
William Brendan Walsh's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUANTUM LEAP CAPITAL, LLC?
QUANTUM LEAP CAPITAL, LLC has approximately 7 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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