Keri Robyn Primack
Investment adviser representative at Quent Capital, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Quent Capital, LLCJan 2022 to now
- People's United AdvisorsApr 2018 to Dec 2021
- People's Securities, Inc.Nov 2016 to Dec 2021
- Gerstein FisherSep 2011 to Nov 2016
- Gfa Securities, LLC.Sep 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (NY).
Quent Capital, LLC
$2.1BAssets managed
384Clients
12Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2405848
- Firm CRD
- 308203