MQ
Mary D. Quinn
KESTRA ADVISORY SERVICES
ALLISON PARK, PA
Some features on this profile are disabled
CRD#: 1897994
MQ
Professional summary
Mary Denise Quinn, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Allison Park, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Mary has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
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.
Name: Marbury Wealth Management LLC Inv Rel: Yes Address: 420 Ft Duqesnse Boulevard, Suite 7 East Pittsburgh PA 15222 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance POSI: Principal, CFP, employee Start Date: 6/1/2010 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: meet with clients, deliver investment reports generated through partnerview or morningstar, education funding projections through the NFP site, discuss retirement plans when they near retirement age Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POSI: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: PEREGRINE MANAGEMENT CO POSITION: Sole shareholder, managing member NATURE: Pass through entity INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/01/2018 ADDRESS: 4141 Timberlane Dr, Allison Park PA 15101 DESCRIPTION: None Name: SIGNATURE FINANCIAL PLANNING POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/29/2021 ADDRESS: 525 William Penn Place, Suite 3401, Pittsburgh PA 15219 DESCRIPTION: Client Advisory services and sales Name: MARBURY WEALTH MANAGEMENT LLC POSITION: Bookkeeper NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2010 ADDRESS: 701 West Waldheim, Pittsburgh PA 15215 DESCRIPTION: deposit checks, write check for expenses
CRS (Client Relationship Summary) - RIA
Click below to view Mary Denise Quinn's 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®
Experience
Current
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219RIA
CRD#: 283330
ALLISON PARK, PA
Current
June 10, 2010 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219BD
CRD#: 42046
PITTSBURGH, PA
Past
March 23, 2021 - September 30, 2025
SIGNATURE SELECT WEALTH
RIA
CRD#: 306143
PITTSBURGH, PA
Past
June 10, 2010 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
PITTSBURGH, PA
Past
February 8, 2006 - June 11, 2010
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
WEXFORD, PA
Past
August 9, 2002 - February 8, 2006
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
October 1, 1997 - October 18, 2012
ALTAIR MANAGEMENT PARTNERS, INC.
RIA
CRD#: 108333
PITTSBURGH, PA
Past
February 14, 1989 - August 9, 2002
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
PITTSBURGH, PA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/6/2015)
RR
California(2/27/2020)
RR
Delaware(2/26/2025)
RR
Florida(11/7/2012)
RR
Michigan(12/19/2023)
RR
New Jersey(7/28/2010)
RR
North Carolina(1/23/2015)
RR
Pennsylvania(6/10/2010)
IAR
Pennsylvania(4/21/2016)
RR
South Carolina(2/23/2024)
RR
Utah(9/2/2016)
RR
Virginia(10/21/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
