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Robert M. Quinn

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CRD#: 5092604
RQ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert M Quinn was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2006. Robert had worked at 5 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

top-8-questions

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 20, 2015 - February 11, 2020

US ADVISORY GROUP

RIA
CRD#: 109291
BEVERLY, MA
Past

October 12, 2010 - July 28, 2011

GATE US LLC

BD
CRD#: 10863
NEW YORK, NY
Past

September 22, 2008 - December 19, 2008

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
BOSTON, MA
Past

March 25, 2008 - October 15, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
BOSTON, MA
Past

September 18, 2006 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
BOSTON, MA
Past

June 21, 2006 - September 19, 2006

UST SECURITIES CORP.

BD
CRD#: 13906
STAMFORD, CT

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


State Security Law Exam
IAR
Series 65
Date: 1/16/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


UA
US ADVISORY GROUP
US ADVISORY GROUP | WEALTH MANAGEMENT PARTNERS, INC. D/B/A US ADVISORY GROUP | WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP | WEALTH ADVISORY GROUP | US ADVISORY GROUP, LLC | US ADVISORY GROUP LLC | US ADVISORY GROUP INC

CRD#: 109291 / SEC#: 801-56179

RIA
Registered Investment Advisory firm - (10/24/2016 Terminated)
Massachusetts
Registered Investment Advisory firm - (7/21/2016 Approved)
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Contact information


Main Address
152 Conant St. Suite 201, Beverly, MA 01915
Mailing Address
Phone number
(781) 246-0222
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts191
AUM (Assets Under Management)$ 61,149,812

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


US ADVISORY GROUP

CRD#: 109291

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