Quincy B. Black

CARBON WEALTH MANAGEMENT

Tampa, FL 33609

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CRD#: 7939177

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)

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: 6/27/2023

Uniform Investment Adviser Law Examination

Current Firm

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

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.

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Quincy B. Black

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Quincy Booker Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARBON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2023

Current Firm

CARBON WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CARBON WEALTH MANAGEMENT

TRUST BUT VERIFY

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