Unclaimed Profile

William Brendan Walsh

QUANTUM LEAP CAPITAL, LLC·SOUTH BURLINGTON, Vermont

Series 6, Series 7, Series 63, Series 6527 years registeredQUANTUM 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 · 27 years registered

Brand Profile

Not yet started

Career History

QUANTUM LEAP CAPITAL, LLC

Jan 2013 – present

AMERIPRISE FINANCIAL SERVICES, INC.

May 1999 – Jan 2013

COLCHESTER, VT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 11, 1999

Years registered · 27

Disclosure History

2001Customer Dispute·Denied

1987Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

QUANTUM LEAP CAPITAL, LLC

CRD 165310 · SEC 801-130581

AUM

$105M

Regulatory assets under management

Employees

638 client accounts

Services offered by QUANTUM LEAP CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUANTUM LEAP CAPITAL, LLC →

Introduction

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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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