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Parker S. Mayo

QUANTITATIVE FINANCIAL STRATEGIES
Charlotte, NC
Some features on this profile are disabled
CRD#: 7259603
PM

Professional summary

Parker Steven Mayo, CFP®, who also goes by Parker Mayo, is a registered financial advisor currently at QUANTITATIVE FINANCIAL STRATEGIES located in Charlotte, North Carolina.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Parker has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Parker Mayo

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Steven Mayo'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®
CFP®

Certified Financial Planner

Experience

Current

April 17, 2026 - Present

QUANTITATIVE FINANCIAL STRATEGIES

RIA
CRD#: 331416
Charlotte, NC
Past

March 12, 2025 - March 5, 2026

VERUM PARTNERS LLC

RIA
CRD#: 301058
CHARLOTTE, NC
Past

September 2, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CHARLOTTE, NC
Past

March 4, 2021 - April 1, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
CHARLOTTE, NC

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
North Carolina
(4/17/2026)
IAR
Texas
(5/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/6/2021
Securities Industry Essentials Examination

Current Firm

QF
QUANTITATIVE FINANCIAL STRATEGIES
QUANTITATIVE FINANCIAL STRATEGIES | QUANTITATIVE FINANCIAL STRATEGIES LLC

CRD#: 331416 / SEC#:

California
Registered Investment Advisory firm - (9/5/2024 Approved)
Colorado
Registered Investment Advisory firm - (6/12/2024 Approved)
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Contact information

Main Address
Denver, CO
Mailing Address
Phone number
(714) 300-5143
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 17,156,753

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.

Company Information

QUANTITATIVE FINANCIAL STRATEGIES

CRD#: 331416Charlotte, NC

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