Quantriver Financial, LLC
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 153906
- Registered since
- December 10, 2010
- Website
- www.quantriverfinancial.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Alexander Mezheritsky
CEOCRD 2253822
Daniel Gorny
ContractorCRD 2889311
Jonathan Self
Chief Financial OfficerCRD 4497531
Contacts
1 of 1Vladimir Bychkov
Registered RepresentativeCRD 3103457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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