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AQ

Anthony M. Quirini

MONERE INVESTMENTS
Schaumburg, IL 60173
Some features on this profile are disabled
CRD#: 369593
AQ

Professional summary

Anthony Michael Quirini, who also goes by Tony Quirini, is a registered financial professional currently at MONERE INVESTMENTS, INC. located in Schaumburg, Illinois.

Anthony is registered as a RR (Registered Representative) and started their career in finance in 1970. Anthony has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 1, Series 9, Series 10, Series 4 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tony Quirini

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.
RENTAL PROPERTIES - I OWN A FEW RENTAL PROPERTIES WITH MY WIFE. I SPEND ABOUT 5 HOURS PER WEEK ON THE ACTIVITY DURING NON BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Anthony Michael Quirini'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

July 5, 2023 - Present

MONERE INVESTMENTS, INC.

Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173
BD
CRD#: 105487
Schaumburg, IL
Past

July 7, 2023 - August 4, 2025

MONERE WEALTH MANAGEMENT, INC.

RIA
CRD#: 173076
SCHAUMBURG, IL
Past

August 11, 2015 - July 6, 2023

SANCTUARY ADVISORS, LLC

RIA
CRD#: 226606
CHICAGO, IL
Past

July 12, 2000 - August 11, 2015

SANCTUARY SECURITIES, INC.

RIA
CRD#: 205
CHICAGO, IL
Past

September 8, 1994 - July 6, 2023

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
CHICAGO, IL
Past

April 9, 1990 - September 13, 1994

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

October 17, 1988 - April 9, 1990

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

July 15, 1970 - October 17, 1988

THE MILWAUKEE COMPANY

BD
CRD#: 823

State Registrations and Notice Filings

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

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
California
(7/31/2023)
RR
Colorado
(8/3/2023)
RR
Illinois
(7/7/2023)
RR
Indiana
(8/28/2023)
RR
North Carolina
(7/31/2023)
RR
Washington
(7/31/2023)
RR
Wisconsin
(8/2/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/5/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 6/24/1970
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/5/1985
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/5/1985
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

MI
MONERE INVESTMENTS, INC.
ATRIUM ASSET MANAGEMENT, INC. | MONERE INVESTMENTS, INC. | ATRIUM TRADING, INC | ATRIUM SECURITIES, INC.

CRD#: 105487 / SEC#: , 8-52982

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
20 N. Martingale Road Suite 450, Schaumburg, IL 60173
Mailing Address
20 N. Martingale Road Suite 450, Schaumburg, IL 60173
Phone number
(312) 585-3850
Established
Illinois since 10/26/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MONERE HOLDINGS, INC.OWNER
BONO, THOMAS ALLENCHAIRMAN, CEO847285
BOUCKAERT, JOHN GEORGEBOARD MEMBER26830
FALCO, ANTHONY IIPRESIDENT2155747
HARMON, ARTHUR FARRELLCFO, FINOP1558889
WYKRETOWICZ, ANDREW J.DIRECTOR, COO/CCO2839006

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

MONERE INVESTMENTS, INC.

CRD#: 105487Schaumburg, IL 60173

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