Matthew P. Quinn

LEGACY CONSULTING GROUP

Plano, TX 75024

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CRD#: 3077004

Professional summary

Matthew Peter Quinn, who also goes by Matthew P Quinn, is a registered financial advisor currently at LEGACY CONSULTING GROUP located in Plano, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew P Quinn

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 Matthew Peter 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

June 29, 2017 - Present

LEGACY CONSULTING GROUP

Office #1: 5340 Legacy Drive Ste 165, Plano, TX 75024

RIA

CRD#: 108541

Plano, TX

Past

May 2, 2016 - January 31, 2017

VICUS CAPITAL, INC.

RIA

CRD#: 116021

State College, PA

Past

October 13, 2005 - May 4, 2016

LEE FINANCIAL COMPANY, LLC

RIA

CRD#: 105910

DALLAS, TX

Past

June 28, 2002 - April 14, 2004

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

November 16, 1999 - May 16, 2001

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

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".

LEGACY CONSULTING GROUP

LEGACY CG LLC | LEGACY CONSULTING GROUP

CRD#: 108541 / SEC#: 801-57457

RIA

Registered Investment Advisory firm - (4/20/2000 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

Texas
(6/29/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 11/15/1999

General Securities Representative Examination

Current Firm

LEGACY CONSULTING GROUP

LEGACY CG LLC | LEGACY CONSULTING GROUP

CRD#: 108541 / SEC#: 801-57457

RIA

Registered Investment Advisory firm - (4/20/2000 Approved)

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Contact information

Main Address

5340 Legacy Drive Ste 165, Plano, TX 75024

Mailing Address

Phone number

(972) 599-4750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY CONSULTING GROUP ADV PART 2A BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	513
AUM (Assets Under Management)	$ 356,411,037

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.

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Matthew P. Quinn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Peter Quinn's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY CONSULTING GROUP

VICUS CAPITAL, INC.

LEE FINANCIAL COMPANY, LLC

ABN AMRO INCORPORATED

ABN AMRO INCORPORATED

Primary Firm SEC Registration

LEGACY CONSULTING GROUP

State Registrations and Notice Filings

Exams

Series 7

Date: 11/15/1999

Current Firm

LEGACY CONSULTING GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY CONSULTING GROUP

TRUST BUT VERIFY

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