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BQ

Brian C. Qualey

MOBY FINANCIAL
ATLANTA, GA
Some features on this profile are disabled
CRD#: 7489567
BQ

Professional summary

Brian Christopher Qualey, who also goes by Brian Qualey, is a registered financial advisor currently at MOBY FINANCIAL located in Atlanta, Georgia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Qualey

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 Brian Christopher Qualey'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®
None

Experience

Current

April 17, 2026 - Present

MOBY FINANCIAL

RIA
CRD#: 341050
ATLANTA, GA
Past

May 16, 2023 - August 29, 2024

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
CHARLOTTE, NC
Past

February 25, 2022 - August 29, 2024

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
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
Georgia
(4/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/11/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/22/2019
Securities Industry Essentials Examination

Current Firm

MF
MOBY FINANCIAL
MOBY FINANCIAL | MOBY FINANCIAL LLC

CRD#: 341050 / SEC#:

Georgia
Registered Investment Advisory firm - (4/17/2026 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Atlanta, GA
Mailing Address
Phone number
(404) 630-1250
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

MOBY FINANCIAL

CRD#: 341050Atlanta, GA

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