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QB

Quincy B. Black

CARBON WEALTH MANAGEMENT
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 7939177
QB

Professional summary

Quincy Booker Black, who also goes by Quincy Black, is a registered financial advisor currently at CARBON WEALTH MANAGEMENT located in Tampa, Florida.

Quincy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Quincy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Quincy Black

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 Quincy Booker Black'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

November 12, 2024 - Present

CARBON WEALTH MANAGEMENT

Office #1: 4830 W Kennedy Blvd Ste 550, Tampa, FL 33609
RIA
CRD#: 331891
Tampa, 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
(11/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/27/2023
Uniform Investment Adviser Law Examination

Current Firm

CW
CARBON WEALTH MANAGEMENT
CARBON WEALTH MANAGEMENT | CARBON WEALTH MANAGEMENT INC.

CRD#: 331891 / SEC#:

Florida
Registered Investment Advisory firm - (11/12/2024 Approved)
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Contact information

Main Address
4830 W Kennedy Blvd Ste 720, Tampa, FL 33609
Mailing Address
Phone number
(813) 281-1800
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

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

CARBON WEALTH MANAGEMENT

CRD#: 331891Tampa, FL 33609

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