EQ
Eric T. Quinlan
IEX SERVICES LLC
New York, NY 10007
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CRD#: 4633743
EQ
Professional summary
Eric Todd Quinlan is a registered financial professional currently at IEX SERVICES LLC located in New York, New York.
Eric is registered as a RR (Registered Representative) and started their career in finance in 2014. Eric has worked at 1 firm and has passed the SIE and Series 99 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Eric Todd Quinlan'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
February 11, 2014 - Present
IEX SERVICES LLC
Office #1: 3 World Trade Center 175 Greenwich Street 58th Floor, New York, NY, 10007Office #2: 3 World Trade Ctr 175 Greenwich Street 58th Floor, New York, NY, 10007BD
CRD#: 167872
New York, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IS
IEX SERVICES LLC
IEX SERVICES LLC
CRD#: 167872 / SEC#: , 8-69280
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
3 World Trade Ctr 175 Greenwich Street 58th Floor, New York, NY, 10007
Mailing Address
3 World Trade Ctr 175 Greenwich Street 58th Floor, New York, NY, 10007
Phone number
(646) 343-2000
Established
Delaware since 01/22/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (3 States and Territories)
Documents
Red Flags
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