Lawrence Patrick Mcquaid
Professional Summary
Lawrence Patrick Mcquaid, who also goes by Larry Mcquaid, Lary Mcquaid, is a registered financial advisor currently at SS&C MARKET SERVICES, LLC located in Braintree, Massachusetts. Lawrence is registered as a RR (Registered Representative) and started their career in finance in 1990. Lawrence has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Larry Mcquaid, Lary Mcquaid
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Contact Information
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
AE SERVICES, INC. | WALL STREET PREFERRED MONEY MANAGERS, INC. | WALL STREET ADVISORS, LLC | WALL STREET ADVISORS, INC. | WALL STREET ADVISOR SERVICES, LLC | SS&C MARKET SERVICES, LLC | DST MARKET SERVICES, LLC
Contact Information
Main Address
7650 Edinborough Way Suite 400, Edina, MN 55434Mailing Address
One Post Office Square 9th Floor, Boston, MA 02109Phone Number
(770) 370-4150Established
New York since 01/12/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/2/2024)
(4/17/2024)
(4/25/2016)
(9/19/2024)
(11/30/2016)
(4/9/2024)
(9/27/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2014About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 2014About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lawrence Patrick Mcquaid's CRS (Customer Relationship Summary).
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