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BQ

Blair E. Quinn

ALPINE WEALTH ADVISORS
DENVER, CO 80220
Some features on this profile are disabled
CRD#: 4722738
BQ

Professional summary


Blair Ellen Quinn MS., who also goes by Blair Ellen Quinn Ms., is a registered financial advisor currently at ALPINE WEALTH ADVISORS, LLC located in Denver, Colorado.

Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Blair has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Blair Ellen Quinn Ms.

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 Blair Ellen Quinn MS.'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

March 26, 2025 - Present

ALPINE WEALTH ADVISORS, LLC

Office #1: 260 North Josephine Street Suite 600, Denver, CO 80220
RIA
CRD#: 105433
DENVER, CO
Past

July 9, 2021 - December 31, 2024

ALPINE WEALTH ADVISORS, LLC

RIA
CRD#: 105433
DENVER, CO
Past

February 7, 2013 - December 31, 2019

ALPINE WEALTH ADVISORS, LLC

RIA
CRD#: 105433
DENVER, CO
Past

June 1, 2009 - February 21, 2013

MORGAN STANLEY

RIA
CRD#: 149777
DENVER, CO
Past

June 1, 2009 - February 21, 2013

MORGAN STANLEY

BD
CRD#: 149777
DENVER, CO
Past

June 4, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
DENVER, CO
Past

February 26, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
DENVER, CO

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".
AW
ALPINE WEALTH ADVISORS, LLC
ALPINE WEALTH ADVISORS, LLC | WILLIAM E, SWEET & ASSOCIATES | SWEET WILLIAM ELLERY III

CRD#: 105433 / SEC#: 801-130531

RIA
Registered Investment Advisory firm - (8/7/2024 Approved)
Colorado
Registered Investment Advisory firm - (8/13/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2019 Failure to Renew)

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
Colorado
(3/26/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2006
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AW
ALPINE WEALTH ADVISORS, LLC
ALPINE WEALTH ADVISORS, LLC | WILLIAM E, SWEET & ASSOCIATES | SWEET WILLIAM ELLERY III

CRD#: 105433 / SEC#: 801-130531

RIA
Registered Investment Advisory firm - (8/7/2024 Approved)
Colorado
Registered Investment Advisory firm - (8/13/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2019 Failure to Renew)
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Contact information


Main Address
260 North Josephine Street Suite 600, Denver, CO 80220
Mailing Address
Phone number
(720) 318-6634
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/25/2025)

Regulatory assets under management


Total Number of Accounts420
AUM (Assets Under Management)$ 105,100,000

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


ALPINE WEALTH ADVISORS, LLC

CRD#: 105433Denver, CO 80220

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