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Ryan Joseph Quinlan

CRD# 5792722·Registered 2010 - 2023
Previously Registered: Being a previously registered professional could mean that Ryan 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.

Professional Summary

Ryan Joseph Quinlan was a registered financial advisor. Ryan was a previously registered financial professional and started their career in finance 2010 - 2023. Ryan had worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

Q CAPITAL SOLUTIONS·CRD# 297541
RIA
Naples, FL
October 5, 2021 - April 19, 2023
LPL FINANCIAL LLC·CRD# 6413
BD
Manasquan, NJ
July 29, 2010 - April 2, 2015

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Current Firm

QC
Q CAPITAL SOLUTIONS

Q CAPITAL SOLUTIONS | RWQ FINANCIAL MANAGEMENT SERVICES, INC.

CRD#: 297541 / SEC#: 801-120734
RIA
Registered Investment Advisory firm - SEC (4/9/2021 Approved)
Florida
Registered Investment Advisory firm - Florida (4/21/2021 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (6/22/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/21/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Naples, FL

Phone Number

(732) 600-5557

# of Employees

2

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

Q CAPITAL SOLUTIONS ADV BROCHURE (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

270

AUM (Assets Under Management)

$222,275,773

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/28/2026Cover PageReport
01/09/2026Cover PageReport

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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) 08/2021 Kaizen Wealth Strategies LLC; Owner; Investment Related; Manasquan, NJ; 0 Hours spent; Used strictly for payment from Q Capital Solutions.
(2) 4/2022 Independent Licensed insurance Agent; Investment Related; Haddon Heights, NJ; Life & Health
(3) 10/2022 WeBeFree Llc, not investment related, 1153 Fulling Mill Lane Haddon Heights, NJ 08035, real estate, owner of business, 12 hrs/month, 0, marketing, sales and general admin

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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".
QC
Q CAPITAL SOLUTIONS

Q CAPITAL SOLUTIONS | RWQ FINANCIAL MANAGEMENT SERVICES, INC.

CRD#: 297541 / SEC#: 801-120734
RIA
Registered Investment Advisory firm - SEC (4/9/2021 Approved)
Florida
Registered Investment Advisory firm - Florida (4/21/2021 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (6/22/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/21/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2022About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2021About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2010About the Series 7 exam

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CRS (Client Relationship Summary)

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

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