Quantriver Financial, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Fort Myers, Florida
CRD number
153906
Registered since
December 10, 2010

Firm profile

FINTRX

Overview

Quantriver Financial, LLC is organized as a limited liability company that registered with the SEC in 2010. Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory classification in the available record is unclassified. The dataset flags the adviser as not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Public-facing details about the firm’s client segments, fee schedule, specific business lines, or advisory service mix are not disclosed in the provided record. That limited disclosure makes it difficult to determine where Quantriver positions itself along the typical RIA spectrum (for example, wealth manager versus financial planner versus broker-affiliated adviser).

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Alexander Mezheritsky

    Alexander Mezheritsky

    CEOCRD 2253822

  • Daniel Gorny

    ContractorCRD 2889311

  • Jonathan Self

    Chief Financial OfficerCRD 4497531

Contacts

1 of 1
  • Vladimir Bychkov

    Registered RepresentativeCRD 3103457

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Myers, FL

Lee

Location

Fort Myers, FL

Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Lee
Address
6430 Plantation Park Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth