Robert W. Quinlan

Q CAPITAL SOLUTIONS

Naples, FL

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CRD#: 4182804

Professional summary

Robert William Quinlan, CFP®, who also goes by Bob Quinlan, is a registered financial advisor currently at Q CAPITAL SOLUTIONS located in Naples, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Quinlan

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 Robert William Quinlan'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 20, 2018 - Present

Q CAPITAL SOLUTIONS

RIA

CRD#: 297541

Naples, FL

Past

March 7, 2016 - August 14, 2018

PRIVATE PORTFOLIO PARTNERS, LLC

RIA

CRD#: 165616

MANASQUAN, NJ

Past

January 5, 2015 - May 2, 2016

INSIGHT PRIVATE ADVISORS, LLC

RIA

CRD#: 169017

MANASQUAN, NJ

Past

March 23, 2007 - October 28, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

MANASQUAN, NJ

Past

March 23, 2007 - August 28, 2018

LPL FINANCIAL LLC

CRD#: 6413

MANASQUAN, NJ

Past

February 28, 2007 - March 23, 2007

OSAIC WEALTH, INC.

RIA

CRD#: 23131

ALLENTOWN, NJ

Past

February 9, 2007 - March 23, 2007

OSAIC WEALTH, INC.

CRD#: 23131

ALLENTOWN, NJ

Past

May 24, 2006 - January 16, 2007

FISHER INVESTMENTS

RIA

CRD#: 107342

WALL TWP, NJ

Past

June 24, 2003 - June 1, 2006

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

WALL, NJ

Past

June 6, 2003 - June 1, 2006

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 6, 2003 - June 1, 2006

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

July 31, 2002 - June 16, 2003

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MANASQUAN, NJ

Past

June 26, 2000 - June 16, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

Q CAPITAL SOLUTIONS

Q CAPITAL SOLUTIONS | RWQ FINANCIAL MANAGEMENT SERVICES, INC.

CRD#: 297541 / SEC#: 801-120734

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (6/22/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/21/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/9/2020)

IAR

New Jersey
(7/20/2018)

IAR

Texas
(7/5/2022)

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

State Security Law Exam

IAR

Series 66

Date: 5/31/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2001

General Securities Principal Examination

Current Firm

Q CAPITAL SOLUTIONS

Q CAPITAL SOLUTIONS | RWQ FINANCIAL MANAGEMENT SERVICES, INC.

CRD#: 297541 / SEC#: 801-120734

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (6/22/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/21/2021 Terminated)

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Contact information

Main Address

Naples, FL

Mailing Address

Phone number

(732) 600-5557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

Q CAPITAL SOLUTIONS ADV BROCHURE (10/2/2025)

Regulatory assets under management

Total Number of Accounts	322
AUM (Assets Under Management)	$ 255,727,897

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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Advisor Monitoring

Firm Stability Insights

Robert W. Quinlan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Quinlan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE PORTFOLIO PARTNERS, LLC

INSIGHT PRIVATE ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

FISHER INVESTMENTS

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

Q CAPITAL SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2000

SIE

Date: 8/28/2018

Series 7

Date: 5/8/2000

Series 24

Date: 6/29/2001

Current Firm

Q CAPITAL SOLUTIONS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

Q CAPITAL SOLUTIONS

TRUST BUT VERIFY

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