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KQ

Kevin J. Quinn

ATALANTA SOSNOFF CAPITAL
New York, NY 10017
Some features on this profile are disabled
CRD#: 1691533
KQ

Professional summary

Kevin John Quinn is a registered financial advisor currently at ATALANTA SOSNOFF CAPITAL, LLC located in New York, New York.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Kevin has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin John Quinn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 6, 2023 - Present

ATALANTA SOSNOFF CAPITAL, LLC

Office #1: 505 Fifth Avenue 17th Floor, New York, NY 10017
RIA
CRD#: 104880
New York, NY
Past

February 29, 2016 - October 7, 2019

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
NEW YORK, NY
Past

February 29, 2016 - October 7, 2019

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
NEW YORK, NY
Past

July 14, 1998 - July 1, 2004

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA
CRD#: 106562
RADNOR, PA
Past

July 31, 1993 - November 8, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 25, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 10, 1991 - June 28, 1993

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

January 1, 1990 - January 25, 1991

TRADERS INSTITUTIONAL SECURITIES, INC.

BD
CRD#: 24183
Past

September 22, 1987 - December 12, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ATALANTA SOSNOFF CAPITAL, LLC
ATALANTA SOSNOFF CAPITAL CORP DELAWARE | ATALANTA/SOSNOFF CAPITAL, LLC | ATALANTA/SOSNOFF CAPITAL CORP (DELAWARE) | ATALANTA SOSNOFF CAPITAL, LLC

CRD#: 104880 / SEC#: 801-16739

RIA
Registered Investment Advisory firm - (1/20/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(2/6/2023)
IAR
New York
(2/6/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/18/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/29/2016
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/1987
General Securities Representative Examination

Current Firm

AS
ATALANTA SOSNOFF CAPITAL, LLC
ATALANTA SOSNOFF CAPITAL CORP DELAWARE | ATALANTA/SOSNOFF CAPITAL, LLC | ATALANTA/SOSNOFF CAPITAL CORP (DELAWARE) | ATALANTA SOSNOFF CAPITAL, LLC

CRD#: 104880 / SEC#: 801-16739

RIA
Registered Investment Advisory firm - (1/20/1982 Approved)
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Contact information

Main Address
505 Fifth Avenue 17th Floor, New York, NY 10017
Mailing Address
Phone number
(212) 867-5000
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATALANTA SOSNOFF CAPITAL, LLC PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts195
AUM (Assets Under Management)$ 4,496,850,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/27/2025
Cover Page
Report
10/25/2024
Cover Page
Report
11/22/2023
Cover Page
Report
12/28/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATALANTA SOSNOFF CAPITAL, LLC

CRD#: 104880New York, NY 10017

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