# QUEST FINANCIAL SERVICES, INC.

QUEST FINANCIAL SERVICES, INC. of LYNNFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 132940
- Type: SEC-registered investment adviser
- SEC file number: 801-66953
- Location: 40 SALEM STREET - BLDG. 2, LYNNFIELD, MA, 01940
- Phone: 781-224-3456
- Latest filing: 2011-03-25
- Regulatory AUM: $22.2M
- Discretionary AUM: $22.2M
- Clients: 1
- Accounts: 65

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| DUBEE ROBERT L | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| CURRY MARGARET MARY | CHIEF COMPLIANCE OFFICER | — |
| SACHETTA JOSEPH | TREASURER | — |
| CALLAHAN MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132940/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132940/similar
- Related entities: https://search.stillhousedata.com/firm/132940/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132940

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.