TR
Taylor Roncancio
QUANTUMVEST
SCOTTSDALE, AZ 85250
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CRD#: 6000081
TR
Professional summary
Taylor Roncancio, who also goes by Alex T Roncancio, Alex Taylor Roncancio, is a registered financial advisor currently at QUANTUMVEST, INC. located in Scottsdale, Arizona.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Taylor has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex T Roncancio | Alex Taylor Roncancio
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.
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: RONCANCIO ENTERPRISE LLC
INVESTMENT RELATED: N
ADDRESS OF BUSINESS: 6928 EAST 5TH AVE SUITE 3 SCOTTSDALE, ARIZONA 85251
NATURE OF BUSINESS: REAL ESTATE HOLDINGS FOR RENTAL PROPERTIES
COMPENSATION FOR ACTIVITY: Y
POSITION, TITLE, ASSOCIATION: MANAGING PARTNER
START DATE OF RELATIONSHIP: 2/21/2013
NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: CEO, OVERSITE OF THE COMPANY. SETTING THE VISION/MISSION STATEMENT.
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: RONCANCIO WEALTH MANAGEMENT IN
INVESTMENT RELATED: N
ADDRESS OF BUSINESS: 6928 EAST 5TH AVE SUITE 3 SCOTTSDALE, ARIZONA 85251
NATURE OF BUSINESS: INSURANCE SALES
COMPENSATION FOR ACTIVITY: Y
POSITION, TITLE, ASSOCIATION: MANAGING PARTNER
START DATE OF RELATIONSHIP: 2/21/2013
NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: SELL OF INSURANCE
NAME: BLACKWOLF ENTERPRISES, LLC
NON-INVESTMENT RELATED
ADDRESS: 17470 N. Pacesetter Way, SCOTTSDALE, AZ 85255, USA
NATURE OF BUSINESS: E COMMERCE SITE SELLING BABY PRODUCTS
POSITION: 50% OWNER
START DATE: 8/2019
NUMBER OF HOURS: LESS THAN 10%, 0 DURING BUSINESS HOURS
NAME: BLACKWOLF INVESTMENTS, LLC
INVESTMENT RELATED
17470 N. Pacesetter Way, SCOTTSDALE, AZ 85255, USA
PURPOSE: SALES OF ONLINE TRADING COURSES
60% OWNER
START DATE: 08/2019
LESS THAN 10%, 0 DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Roncancio'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
August 14, 2014 - Present
QUANTUMVEST, INC.
Office #1: 5111 N. Scottsdale Road Suite 211, Scottsdale, AZ 85250RIA
CRD#: 171780
SCOTTSDALE, AZ
Past
May 15, 2012 - May 15, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SCOTTSDALE, AZ
Past
May 15, 2012 - May 15, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SCOTTSDALE, AZ
Past
January 17, 2012 - April 30, 2012
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
PHOENIX, AZ
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
Arizona(8/14/2014)
IAR
California(1/15/2015)
IAR
Florida(7/12/2024)
IAR
Texas(9/18/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
QI
QUANTUMVEST, INC.
FIRST CITADEL, INC. | RONCANCIO, TAYLOR | RONCANCIO WEALTH MANAGEMENT, INC. | RONCANCIO WEALTH MANAGEMENT, INC | QUANTUMVEST, INC. | INNOVEST, INC.
CRD#: 171780 / SEC#:
Arizona
Registered Investment Advisory firm - (8/14/2014 Approved)California
Registered Investment Advisory firm - (1/15/2015 Approved)Florida
Registered Investment Advisory firm - (7/12/2024 Approved)Texas
Registered Investment Advisory firm - (9/18/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5111 N. Scottsdale Road Suite 211, Scottsdale, AZ 85250
Mailing Address
Phone number
(480) 237-4007
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 29,969,825 |
Red Flags
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