David C. Quinn

PINE HARBOR WEALTH MANAGEMENT LLC

FAIRFAX, VA 22031

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CRD#: 6861645

Professional summary

David Christopher Quinn, CFP® is a registered financial advisor currently at PINE HARBOR WEALTH MANAGEMENT LLC located in Fairfax, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 4 firms and has passed the Series 65 exam.

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.

1. AdviceCloud Financial Technology, Inc.; Investment related; 1307 Robinson Pl, Falls Church, VA, 22046. Nature of business: Software provider; Tile: CEO; Start: 01/2022; Approximately 10 hours per month; 10 hours per month during securities trading hours; Duties: CEO/owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Christopher Quinn's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2019

Experience

Current

November 3, 2021 - Present

PINE HARBOR WEALTH MANAGEMENT LLC

Office #1: 8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031

RIA

CRD#: 317352

FAIRFAX, VA

Past

October 29, 2021 - December 14, 2023

THE CONNEMARA GROUP, LLC

RIA

CRD#: 281262

Washington, DC

Past

December 23, 2019 - July 25, 2022

WEALTHCARE ADVISORY PARTNERS LLC

RIA

CRD#: 171976

Washington, DC

Past

December 1, 2017 - December 5, 2019

CAPITAL ONE INVESTING, INC.

RIA

CRD#: 285084

WASHINGTON, DC

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".

PINE HARBOR WEALTH MANAGEMENT LLC

CRD#: 317352 / SEC#: 801-129354

RIA

Registered Investment Advisory firm - (1/12/2024 Approved)

District of Columbia

Registered Investment Advisory firm - (1/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (1/24/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/17/2024 Terminated)

Virginia

Registered Investment Advisory firm - (1/20/2024 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.

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

Virginia
(9/20/2022)

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

State Security Law Exam

IAR

Series 65

Date: 7/3/2017

Uniform Investment Adviser Law Examination

Current Firm

PINE HARBOR WEALTH MANAGEMENT LLC

CRD#: 317352 / SEC#: 801-129354

RIA

Registered Investment Advisory firm - (1/12/2024 Approved)

District of Columbia

Registered Investment Advisory firm - (1/17/2024 Terminated)

Maryland

Registered Investment Advisory firm - (1/24/2024 Terminated)

Texas

Registered Investment Advisory firm - (1/17/2024 Terminated)

Virginia

Registered Investment Advisory firm - (1/20/2024 Terminated)

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Contact information

Main Address

8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031

Mailing Address

Phone number

(703) 589-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINE HARBOR WEALTH MANAGEMENT LLC DISCLOSURE BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	616
AUM (Assets Under Management)	$ 444,750,649

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.

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David C. Quinn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Christopher Quinn's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINE HARBOR WEALTH MANAGEMENT LLC

THE CONNEMARA GROUP, LLC

WEALTHCARE ADVISORY PARTNERS LLC

CAPITAL ONE INVESTING, INC.

Primary Firm SEC Registration

PINE HARBOR WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2017

Current Firm

PINE HARBOR WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINE HARBOR WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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