MT
Mark R. Tiralosi
QUANTUM FINANCIAL ADVISORS
HEATHROW, FL
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CRD#: 2799289
MT
Professional summary
Mark Richard Tiralosi, who also goes by Mark R Tiralosi, is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS INC located in Heathrow, Florida.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 6 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark R Tiralosi
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.
Tiralosi Financial Services, Inc.; investment-related; P.O. Box 906459, Longwood, FL 32791-6459; Insurance sales and investment services; President; started 01/1998; approximately 120 hours per month, 40 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Richard Tiralosi'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®
NoneExperience
Current
April 3, 2023 - Present
QUANTUM FINANCIAL ADVISORS INC
RIA
CRD#: 113563
HEATHROW, FL
Past
March 31, 2021 - December 31, 2021
FORTUNE FINANCIAL SERVICES, INC.
BD
CRD#: 42150
Orlando, FL
Past
July 3, 2013 - December 31, 2016
DELTA SECURITIES COMPANY, LLC
BD
CRD#: 130577
MAITLAND, FL
Past
July 7, 2009 - July 13, 2021
SIGNATURE ESTATE SECURITIES, LLC
BD
CRD#: 18923
LOS ANGELES, CA
Past
March 23, 2005 - December 31, 2008
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
HEATHROW, FL
Past
November 19, 1998 - April 4, 2005
SIGNATURE ESTATE SECURITIES, LLC
BD
CRD#: 18923
LOS ANGELES, CA
Past
February 27, 1998 - November 24, 1998
CFG SECURITIES CORP.
BD
CRD#: 10815
LONGWOOD, FL
Past
October 23, 1996 - February 25, 1998
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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".
QF
QUANTUM FINANCIAL ADVISORS INC
LIFETIME BENEFITS | QUANTUM FINANCIAL ADVISORS INC | QFA
CRD#: 113563 / SEC#: 801-125887
RIA
Registered Investment Advisory firm - (6/16/2022 Approved)California
Registered Investment Advisory firm - (1/1/2015 Terminated)Connecticut
Registered Investment Advisory firm - (7/25/2022 Terminated)District of Columbia
Registered Investment Advisory firm - (7/13/2022 Terminated)Florida
Registered Investment Advisory firm - (11/13/2018 Terminated)Georgia
Registered Investment Advisory firm - (12/18/2015 Terminated)Maryland
Registered Investment Advisory firm - (7/25/2022 Terminated)Nevada
Registered Investment Advisory firm - (8/15/2022 Terminated)New Jersey
Registered Investment Advisory firm - (12/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/14/2022 Terminated)Virginia
Registered Investment Advisory firm - (7/16/2022 Terminated)Washington
Registered Investment Advisory firm - (12/10/2015 Terminated)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
Florida(4/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
QF
QUANTUM FINANCIAL ADVISORS INC
LIFETIME BENEFITS | QUANTUM FINANCIAL ADVISORS INC | QFA
CRD#: 113563 / SEC#: 801-125887
RIA
Registered Investment Advisory firm - (6/16/2022 Approved)California
Registered Investment Advisory firm - (1/1/2015 Terminated)Connecticut
Registered Investment Advisory firm - (7/25/2022 Terminated)District of Columbia
Registered Investment Advisory firm - (7/13/2022 Terminated)Florida
Registered Investment Advisory firm - (11/13/2018 Terminated)Georgia
Registered Investment Advisory firm - (12/18/2015 Terminated)Maryland
Registered Investment Advisory firm - (7/25/2022 Terminated)Nevada
Registered Investment Advisory firm - (8/15/2022 Terminated)New Jersey
Registered Investment Advisory firm - (12/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/14/2022 Terminated)Virginia
Registered Investment Advisory firm - (7/16/2022 Terminated)Washington
Registered Investment Advisory firm - (12/10/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Monroe Street Suite 1902, Rockville, MD 20850
Mailing Address
325 Ellington Blvd #511, Gaithersburg, MD 20878
Phone number
(301) 296-6203
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 507,079,299 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
