Mark Anthony E. Quinn
STRATEGIC ADVISERS LLC | Investment Consultant
NEWARK, NJ
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CRD#: 7071915
Professional summary
Mark Anthony E Quinn, who also goes by Mark Anthony E Quinn, Mark Anthony Quinn, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Newark, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in New York City, New York.
Mark Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Mark Anthony has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
I partner with clients to gain a strong understanding of your life's greatest wishes, wants and needs and help connect them to your financial plan in order to make them a reality. By doing so I hope to provide you peace of mind knowing you will not only obtain but also maintain harmony for both you and your family!
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Anthony E Quinn | Mark Anthony Quinn
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.
OBA-15821|OrgNmn:QUINN PROPERTY GROUP LLC|Org Addr:Albany,New York,US|OBA Nature:RENTAL PROPERTY|Invst Rel:Y|Title:property manager|Duties:manage property maintence and repair delegation|StrtDt:02-12-20|TotHrs/mon:4|TrdHrs/mon:0|OBA-59962|OrgNmn:514 WASHINGTON AVE LLC |Org Addr:ALBANY,New York,US|OBA Nature:RENTAL PROPERTY|Invst Rel:Y|Title:PROPERTY MANAGER|Duties:manage property maintence and repair delegation|StrtDt:05-03-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-59971|OrgNmn:531 WASHINGTON AVE LLC|Org Addr:ALBANY,New York,US|OBA Nature:RENTAL PROPERTY|Invst Rel:Y|Title:property manager|Duties:manage property maintence and repair delegation|StrtDt:05-14-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-59961|OrgNmn:472 Hudson Ave LLC |Org Addr:ALBANY,New York,US|OBA Nature:RENTAL PROPERTY|Invst Rel:Y|Title:property manager|Duties:manage property maintence and repair delegation|StrtDt:04-05-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-99035|OrgNmn:InvestwithQP LLC|Org Addr:queens,New York,US|OBA Nature:Rental Car Bsuiness|Invst Rel:N|Title:owner|Duties:none|StrtDt:01-09-23|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-99033|OrgNmn:QCinvestments LLC|Org Addr:Newark,New Jersey,US|OBA Nature:Real Estate Rental Property|Invst Rel:Y|Title:owner|Duties:none|StrtDt:01-09-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-99030|OrgNmn:823 Myrtle LLC|Org Addr:Queens,New York,US|OBA Nature:Real Estate Rental Property|Invst Rel:Y|Title:owner|Duties:none |StrtDt:01-09-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-99031|OrgNmn:825 Myrtle LLC|Org Addr:queens,New York,US|OBA Nature:Real Estate Rental Property|Invst Rel:Y|Title:owner|Duties:none|StrtDt:01-09-23|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony E Quinn'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®
NoneEducation
SUNY at Albany
Bachelor of Business Administration - Finance & Entreprenuership
2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 165 Broadway, New York City, NY 10006RIA
CRD#: 104555
NEWARK, NJ
Current
September 2, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 165 Broadway, New York City, NY 10006BD
CRD#: 7784
New York City, NY
Past
June 14, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK CITY, NY
Past
August 12, 2019 - July 23, 2020
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
ALBANY, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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
California(10/4/2022)
RR
Colorado(3/5/2024)
RR
Connecticut(1/14/2021)
RR
Florida(1/13/2021)
RR
Georgia(5/6/2024)
RR
Illinois(2/2/2023)
RR
Iowa(3/4/2024)
RR
Kansas(8/4/2023)
RR
Maryland(8/19/2025)
RR
Massachusetts(1/13/2021)
RR
New Hampshire(1/9/2024)
RR
New Jersey(1/13/2021)
IAR
New Jersey(3/31/2025)
RR
New York(9/3/2020)
IAR
New York(3/31/2025)
RR
North Carolina(9/15/2022)
RR
Ohio(4/26/2023)
RR
Pennsylvania(1/13/2021)
RR
South Carolina(3/5/2024)
RR
South Dakota(3/4/2024)
RR
Tennessee(12/2/2024)
RR
Texas(7/19/2024)
IAR
Texas(3/31/2025)
RR
Vermont(1/13/2021)
RR
Virginia(6/15/2024)
RR
Washington(7/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/9/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 8/12/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
