Bqs Financial Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Small ($100M–$1B)
CRD 333795
· SEC file 801-132993
· New York, NY
· www.linkedin.com
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ADV data as of Mar 09, 2026
- Regulatory AUM
- $226M
- Discretionary
- $226M
- Clients
- 29
- Avg AUM / client
- $7.8M
- Accounts
- 29
- Employees
- 7
AUM over time
$108M
$226M
May 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $650K | 0.29% |
| High net worth individuals | 1 | $12.7M | 5.61% |
| Pension and profit sharing plans | 23 | $213M | 94.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Quinn Severin | Registered representative | Jun 2025 (1y) | ||
| Christopher William Conway | Registered representative | Chartered Financial Consultant | Aug 2025 (1y) | |
| Derek James Wratchford | Registered representative | Aug 2025 (1y) | ||
| Todd Ryan Dixon | Registered representative | Sep 2025 (1y) | ||
| Calvin Joe Ruiz | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗