Ray Marr

QUANTUM FINANCIAL SERVICES

Indianapolis, IN 46250

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CRD#: 7386928

Professional summary

Ray Marr IV, who also goes by Ray Marr, is a registered financial advisor currently at QUANTUM FINANCIAL SERVICES INC. located in Indianapolis, Indiana.

Ray is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ray has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ray Marr

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.

Name of other business: Marr Family Limited Partnership Investment-related: No Address: 5005 N Marr Road, Columbus, IN 47203 Nature of other business: Agricultural/Commercial real estate leasing Position: Limited Partner Start date of relationship: 12/2000 Approx. hours/month: 2 Approx. hours during trading hours: 0 Duties: General management/administration

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ray Marr IV'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®

None

Experience

Current

June 1, 2021 - Present

QUANTUM FINANCIAL SERVICES INC.

Office #1: 7400 Shadeland Ave Suite 220, Indianapolis, IN 46250

RIA

CRD#: 121631

Indianapolis, IN

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".

QUANTUM FINANCIAL SERVICES INC.

CRD#: 121631 / SEC#: 801-67729

RIA

Registered Investment Advisory firm - (4/16/2007 Approved)

Indiana

Registered Investment Advisory firm - (12/4/2007 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

Florida
(12/20/2021)

IAR

Indiana
(6/1/2021)

IAR

Texas
(11/30/2021)

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: 5/24/2021

Uniform Investment Adviser Law Examination

Current Firm

QUANTUM FINANCIAL SERVICES INC.

CRD#: 121631 / SEC#: 801-67729

RIA

Registered Investment Advisory firm - (4/16/2007 Approved)

Indiana

Registered Investment Advisory firm - (12/4/2007 Terminated)

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Contact information

Main Address

7400 Shadeland Ave Suite 220, Indianapolis, IN 46250

Mailing Address

Phone number

(317) 845-1786

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 QUANTUM FINANCIAL SERVICES INC ADV PART II (3/21/2025)

Regulatory assets under management

Total Number of Accounts	96
AUM (Assets Under Management)	$ 590,797,612

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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Ray Marr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ray Marr IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUANTUM FINANCIAL SERVICES INC.

Primary Firm SEC Registration

QUANTUM FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2021

Current Firm

QUANTUM FINANCIAL SERVICES INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUANTUM FINANCIAL SERVICES INC.

TRUST BUT VERIFY

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