Best Investors Account Sign in
Inactive

Alexandra Noelle Long

Quantum Financial Advisors, LLC

El Segundo, CA

Santa Monica, CA

CRD 6497381

Claim This Profile
Employer firm

Quantum Financial Advisors, LLC CRD 317386

$1.48B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Quantum Financial Advisors, Llc

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-03
  • CA RA
    APPROVED
    Since 2024-01-03

Branch Locations

222 N. Pacific Coast Highway, El Segundo, CA 90245 • United States

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
C2 Education Rolling Hills Estates CA 06/2016 02/2017
Fusion Studios Torrance CA 05/2013 02/2017
Abacus Wealth Partners Santa Monica CA 02/2017 01/2022
Quantum Financial Advisors Santa Monica CA 02/2022 Present
  • 06/2016 → 02/2017
    C2 Education
    Rolling Hills Estates, CA
  • 05/2013 → 02/2017
    Fusion Studios
    Torrance, CA
  • 02/2017 → 01/2022
    Abacus Wealth Partners
    Santa Monica, CA
  • 02/2022 → Present
    Quantum Financial Advisors
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-17
  • S65 Uniform Investment Adviser Law Examination
    2018-10-17
Other Names
  • Alexandra N. Knox
  • Alexandra Noelle Knox

View on SEC IAPD

More in El Segundo, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor