SQ
Steven A. Quirini
MONERE WEALTH MANAGEMENT
Schaumburg, IL 60173
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CRD#: 5654413
SQ
Professional summary
Steven Anthony Quirini is a registered financial advisor currently at MONERE WEALTH MANAGEMENT, INC. located in Schaumburg, Illinois and MONERE INVESTMENTS, INC. located in Schaumburg, Illinois.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Steven has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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) - RIA
Click below to view Steven Anthony Quirini'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
July 5, 2023 - Present
MONERE WEALTH MANAGEMENT, INC.
Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173RIA
CRD#: 173076
Schaumburg, IL
Current
July 5, 2023 - Present
MONERE INVESTMENTS, INC.
Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173Office #2: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173BD
CRD#: 105487
Schaumburg, IL
Past
August 11, 2015 - July 6, 2023
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
CHICAGO, IL
Past
July 6, 2009 - August 11, 2015
SANCTUARY SECURITIES, INC.
RIA
CRD#: 205
CHICAGO, IL
Past
April 20, 2009 - July 6, 2023
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
CHICAGO, IL
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".
MW
MONERE WEALTH MANAGEMENT, INC.
MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.
CRD#: 173076 / SEC#: 801-117039
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Florida
Registered Investment Advisory firm - (7/29/2019 Terminated)Illinois
Registered Investment Advisory firm - (7/26/2019 Terminated)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
RR
Arizona(7/5/2023)
RR
Arkansas(7/5/2023)
RR
California(7/5/2023)
RR
Colorado(7/5/2023)
IAR
Colorado(1/22/2025)
RR
Florida(7/5/2023)
IAR
Florida(1/23/2025)
RR
Georgia(7/5/2023)
RR
Illinois(7/5/2023)
IAR
Illinois(7/5/2023)
RR
Indiana(7/5/2023)
RR
Iowa(7/5/2023)
RR
Kansas(7/5/2023)
RR
Kentucky(7/5/2023)
RR
Minnesota(7/5/2023)
RR
Mississippi(7/5/2023)
RR
Missouri(7/5/2023)
RR
New Jersey(7/5/2023)
RR
New Mexico(7/5/2023)
RR
New York(7/5/2023)
RR
North Carolina(7/5/2023)
IAR
North Carolina(7/5/2023)
RR
Ohio(7/5/2023)
RR
Oklahoma(7/5/2023)
RR
Pennsylvania(7/5/2023)
RR
Rhode Island(7/5/2023)
RR
Texas(7/5/2023)
RR
Virginia(7/5/2023)
IAR
Virginia(1/23/2025)
RR
Washington(7/5/2023)
RR
Wisconsin(7/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MONERE WEALTH MANAGEMENT, INC.
MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.
CRD#: 173076 / SEC#: 801-117039
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Florida
Registered Investment Advisory firm - (7/29/2019 Terminated)Illinois
Registered Investment Advisory firm - (7/26/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 N. Martingale Road Suite 450, Schaumburg, IL 60173
Mailing Address
Phone number
(312) 585-3850
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 555 |
| AUM (Assets Under Management) | $ 270,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MONERE WEALTH MANAGEMENT, INC.
CRD#: 173076Schaumburg, IL 60173TRUST BUT VERIFY
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