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Chairman, President and Chief Compliance Officer · Quan Vest Consultants Inc

Mark W. Lotruglio

CRD 4328770 · Named on Form ADV at one SEC-registered adviser

At a glance

Quan Vest Consultants Inc, an SEC-registered asset manager based in Manhasset, NY with $0 in regulatory assets, lists Mark W. Lotruglio on its Form ADV as Chairman, President and Chief Compliance Officer, a control person.

Firms and roles

  • Quan Vest Consultants IncChairman, President and Chief Compliance OfficerAsset manager · Manhasset, NY · $0M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.