Matthew Q. Loreen
Professional summary
Matthew Quincy Loreen, who also goes by Quincy Loreen, is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Mercer Island, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Quincy Loreen's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 16, 2021 - Present
NORTHWEST ASSET MANAGEMENT
Office #1: 2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040Primary Firm SEC Registration
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2023)
(9/27/2023)
(12/16/2021)
Exams
Current Firm
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,844 |
| AUM (Assets Under Management) | $ 3,608,262,509 |
Red Flags
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