WEALTHQUEST FINANCIAL SERVICES, LLC

NORFOLK, Virginia·6 registered advisors·CRD# 116749

SEC# 801-632690757-533-4150

01

Firm Overview

AUM

$537M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WEALTHQUEST FINANCIAL SERVICES, LLC

6 registered advisors

NORFOLK, Virginia

Cheryl Ann Furlong

NORFOLK, Virginia

Jeffrey Stuart Chernitzer

NORFOLK, Virginia

Martin Alan Einhorn

NORFOLK, Virginia

Paul Gerard Dinardo

NORFOLK, Virginia

Willie James Rountree

NORFOLK, Virginia

05

Office Locations

NORFOLK, Virginia

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Data sourced from SEC Form ADV filings. WEALTHQUEST FINANCIAL SERVICES, LLC (CRD# 116749) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.