AdvisorRanked
100
Clean

QUAN VEST CONSULTANTS INC

390 PLANDOME ROAD, MANHASSET, NY 11030-1950
Fiduciaryfee-onlySEC Registered
516-365-4619 CRD #104714
$0
Assets Managed
6
Clients
6
Employees
42
Years Active
since 1984

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46095. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

regulatory46095

1 termination(s) from a firm disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 0

Complaint ratio: 0.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameQUAN VEST CONSULTANTS INC
CRD Number#104714
SEC RegisteredYes
Registration Date1984-01-25
States RegisteredNY
Assets Under Management$0
Number of Clients6
Employees6
Compensation Typefee-only
Last ADV Filing46095

Other Advisors in MANHASSET

View all advisors in MANHASSET

Frequently Asked Questions

Is QUAN VEST CONSULTANTS INC a fiduciary?

Yes. QUAN VEST CONSULTANTS INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does QUAN VEST CONSULTANTS INC charge clients?

QUAN VEST CONSULTANTS INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does QUAN VEST CONSULTANTS INC have any complaints?

No. QUAN VEST CONSULTANTS INC has zero complaints or disciplinary actions on file with the SEC or FINRA across 42 years of operation.

How does QUAN VEST CONSULTANTS INC compare to other advisors in MANHASSET?

QUAN VEST CONSULTANTS INC has a Red Flag Score of 100/100. There are 4 registered advisory firms in MANHASSET. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46095. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.