Jeremy Sylvester
Quahog Investments · Richmond, Rhode Island
Jeremy Sylvester is a fee-only financial advisor at Quahog Investments in Richmond, Rhode Island. Quahog Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Quahog Investments |
|---|---|
| Based in | Richmond, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $300K across 5 accounts |
| SEC registration | Investment adviser representative in RI · CRD 6766192 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.quahoginvestments.com |
How Jeremy's firm compares
- Quahog Investments's average account is about $60,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Jeremy
Is Jeremy Sylvester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Quahog Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Quahog Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeremy Sylvester based?
Jeremy Sylvester is based in Richmond, Rhode Island.
Is Jeremy Sylvester registered with the SEC?
Yes. Jeremy Sylvester is registered as an investment adviser representative in RI (CRD 6766192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Quahog Investments manage?
Quahog Investments reports $300K across 5 accounts in assets under management.
How do I contact Jeremy Sylvester?
Through Jeremy's website, www.quahoginvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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