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KQ

Kevin C. Quinn

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CRD#: 870074
KQ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Charles Quinn was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 2013. Kevin had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
AN EMPLOYEE SINCE OCTOBER 2012 OF DT INVESTMENT PARTNERS, LLC, AN SEC REGISTERED INVESTMENT ADVISOR. DT INVESTMENT PARTNERS IS AN AFFILIATE OF INDEPENDENT WEALTH PARTNERS, LLC OF WHICH QUINN WEALTH ADVISORS IS A SERIES AND IS LOCATED AT THE SAME ADDRESS AS QUINN WEALTH ADVISORS: 1 DICKINSON DRIVE, BRANDYWINE FIVE, CHADDS FORD, PA 19317. POSITION IS NEW BUSINESS DEVELOPMENT MANAGER. DEVOTE 40 HOURS PER MONTH OR AN AVERAGE OF ONE HOUR/DAY DURING TRADING HOURS ATTEMPTING TO DEVELOP INSTITUTIONAL RELATIONSHIPS THAT MAY BE MORE APPROPRIATE FOR DT INVESTMENT PARTNERS THAN THEY WOULD BE FOR QUINN WEALTH ADVISORS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 24, 2013 - March 31, 2025

QUINN WEALTH ADVISORS

RIA
CRD#: 166144
CHADDS FORD, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2012
Uniform Investment Adviser Law Examination

Current Firm

QW
QUINN WEALTH ADVISORS
QUINN WEALTH ADVISORS | QUINN WEALTH ADVISORS, A SERIES OF INDEPENDENT WEALTH PARTNERS | QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

CRD#: 166144 / SEC#: 801-77437

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Contact information

Main Address
Brandywine Five 1 Dickinson Drive Suite 103, Chadds Ford, PA, 19317
Mailing Address
Phone number
(484) 482-8201
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/6/2025)

Regulatory assets under management

Total Number of Accounts135
AUM (Assets Under Management)$ 51,954,664

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

QUINN WEALTH ADVISORS

CRD#: 166144

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