QM
Quinn M. Mcelwee
UNITED CAPITAL FINANCIAL ADVISORS
Fort Collins, CO 80521
Some features on this profile are disabled
CRD#: 4979591
QM
Professional summary
Quinn Matthew Mcelwee, CFP®, who also goes by Quinn Mcelwee, is a registered financial advisor currently at UNITED CAPITAL FINANCIAL ADVISORS located in Fort Collins, Colorado and INTEGRITY ALLIANCE, LLC. located in Fort Collins, Colorado.
Quinn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Quinn has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Quinn Mcelwee
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.
1) Owner of Rocking 4 Lazy M, a cattle ranch. Organization is not primarily engaged in investment-related activity. Organization operates out of Ft. Collins, CO. Start date was April 10, 2018. Less than twenty hours per week. Duties include managing the affairs of the organization. 2) UNITED CAPITAL FINANCIAL ADVISORS, LLC POSITION: Employee NATURE: Investment management and financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/08/2013 ADDRESS: 401 W Mountain Ave., Ste. 101, Fort Collins CO 80521, United States DESCRIPTION: financial planning and investment advice 3) UNITED CAPITAL RISK MANAGEMENT, LLC POSITION: Insurance agent NATURE: Insurance agency used for processing fixed insurance and annuity business. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/08/2013 ADDRESS: 401 West Mountain Ave, Ste. 101, Fort Collins CO 80521, United States DESCRIPTION: acting as an insurance agent and submitting business 4)OLD TOWN ICE CREAM AND TREATS POSITION: spouse of owner NATURE: ice cream and confection sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 114 N College Ave, Fort Collins CO 80524, United States DESCRIPTION: married to the owner of the business 5)ROCKING 4 LAZY M POSITION: Owner NATURE: raising cows INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2018 ADDRESS: 10555 N CR 13, WELLINGTON CO 80549, United States DESCRIPTION: cattle ranching
CRS (Client Relationship Summary) - RIA
Click below to view Quinn Matthew Mcelwee'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®
CFP®
Start date: 2012
Experience
Current
August 16, 2013 - Present
UNITED CAPITAL FINANCIAL ADVISORS
Office #1: 401 W. Mountain Ave Suite 101, Fort Collins, CO 80521RIA
CRD#: 134600
Fort Collins, CO
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 401 W Mountain Ave Ste 101, Fort Collins, CO 80521RIA
BD
CRD#: 139627
Fort Collins, CO
Past
February 12, 2024 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Fort Collins, CO
Past
September 4, 2020 - November 20, 2023
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
FORT COLLINS, CO
Past
September 4, 2020 - November 20, 2023
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
FORT COLLINS, CO
Past
November 1, 2017 - September 1, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FORT COLLINS, CO
Past
August 16, 2013 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
FORT COLLINS, CO
Past
June 19, 2007 - August 19, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FORT COLLINS, CO
Past
June 14, 2007 - August 19, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FORT COLLINS, CO
Past
August 23, 2005 - June 4, 2007
D.A. DAVIDSON & CO.
RIA
CRD#: 199
FORT COLLINS, CO
Past
July 11, 2005 - June 4, 2007
D.A. DAVIDSON & CO.
BD
CRD#: 199
FORT COLLINS, 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".
UC
UNITED CAPITAL FINANCIAL ADVISORS
FINLIFE PARTNERS | UNITED CAPITAL WEALTH | UNITED CAPITAL RETIREMENT ADVISERS | UNITED CAPITAL PRIVATE WEALTH COUNSELING | UNITED CAPITAL FINANCIAL LIFE MANAGEMENT | UNITED CAPITAL FINANCIAL ADVISORS, LLC | UNITED CAPITAL FINANCIAL ADVISORS | UNITED CAPITAL FINANCIAL ADVISERS, LLC | UNITED CAPITAL FINANCIAL ADVISERS, INC. | UNITED CAPITAL FINANCIAL ADVISERS | UNITED CAPITAL | UCFA, LLC | UCFA | PFM | GS PFM | GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
CRD#: 134600 / SEC#: 801-64376
RIA
Registered Investment Advisory firm - (6/9/2005 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.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
IAR
Colorado(8/16/2013)
RR
Colorado(11/3/2025)
RR
Oregon(11/3/2025)
IAR
Texas(8/4/2015)
IAR
Wyoming(2/6/2020)
RR
Wyoming(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UC
UNITED CAPITAL FINANCIAL ADVISORS
FINLIFE PARTNERS | UNITED CAPITAL WEALTH | UNITED CAPITAL RETIREMENT ADVISERS | UNITED CAPITAL PRIVATE WEALTH COUNSELING | UNITED CAPITAL FINANCIAL LIFE MANAGEMENT | UNITED CAPITAL FINANCIAL ADVISORS, LLC | UNITED CAPITAL FINANCIAL ADVISORS | UNITED CAPITAL FINANCIAL ADVISERS, LLC | UNITED CAPITAL FINANCIAL ADVISERS, INC. | UNITED CAPITAL FINANCIAL ADVISERS | UNITED CAPITAL | UCFA, LLC | UCFA | PFM | GS PFM | GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
CRD#: 134600 / SEC#: 801-64376
RIA
Registered Investment Advisory firm - (6/9/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062
Mailing Address
Phone number
(972) 822-2055
Established
Firm type
Fiscal year end
# of Employees
271
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41,738 |
| AUM (Assets Under Management) | $ 17,211,052,120 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2024 | ||
| 10/30/2023 | ||
| 01/26/2023 |
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.
