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MR

Mauricio Reyes

QUALITY FINANCIAL PLANNING LLC
Bradenton, FL 34205
Some features on this profile are disabled
CRD#: 7503008
MR

Professional summary

Mauricio Reyes, who also goes by Mauricio Reyes Azcarate, is a registered financial advisor currently at QUALITY FINANCIAL PLANNING LLC located in Bradenton, Florida.

Mauricio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mauricio has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mauricio Reyes Azcarate

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.
REYES BENEFITS INC.; INVESTMENT RELATED; PRESIDENT/INSURANCE AGENT; INSURANCE PRODUCT SALES; BOCA RATON, FL; 135 HRS/MONTH; 45 HRS/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mauricio Reyes'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

July 15, 2022 - Present

QUALITY FINANCIAL PLANNING LLC

Office #1: 1201 6th Ave W Suite 100 Unit A650, Bradenton, FL 34205
RIA
CRD#: 319000
Bradenton, FL

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
(7/15/2022)
IAR
Texas
(8/15/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/5/2021
Uniform Investment Adviser Law Examination

Current Firm

QF
QUALITY FINANCIAL PLANNING LLC
QUALITY FINANCIAL PLANNING LLC

CRD#: 319000 / SEC#:

Florida
Registered Investment Advisory firm - (7/15/2022 Approved)
Texas
Registered Investment Advisory firm - (8/15/2023 Approved)
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Contact information

Main Address
Bradenton, FL
Mailing Address
Phone number
(561) 542-6715
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts11
AUM (Assets Under Management)$ 1,324,755

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

QUALITY FINANCIAL PLANNING LLC

CRD#: 319000Bradenton, FL 34205

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