RQ
CFP
RQ
CFP

Robert Quinlan

25 Years of Experience
2 Disclosures

Robert Quinlan is a CFP-designated registered investment advisor at Q Capital Solutions, based in Sea Girt, NJ, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 188 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
188 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$255.7M

Fee Structure

Q Capital Solutions charges a percentage of the value of your portfolio, up to a maximum of 2.00% per year, depending on your individual circumstances. This fee is billed quarterly in advance. If you provide login credentials to your accounts, you may be charged a slightly higher fee.

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Location

Sea Girt, NJ

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History

Regulatory History (2)
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Customer Dispute
August 2022
Settled
Customer Dispute
October 2021
Award / Judgment
Employment History
Current Registrations
Q Capital Solutions
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Private Portfolio Partners, LLC
March 2016 - August 2018 · 2 yrs 5 mos
Insight Private Advisors, LLC
January 2015 - May 2016 · 1 yr 4 mos
LPL Financial LLCBroker
March 2007 - August 2018 · 11 yrs 5 mos
LPL Financial LLC
March 2007 - October 2015 · 8 yrs 7 mos
Royal Alliance Associates, INC.
February 2007 - March 2007 · 1 mo
Royal Alliance Associates, INC.Broker
February 2007 - March 2007 · 1 mo
Fisher Investments
May 2006 - January 2007 · 8 mos
Metlife Securities INC.
June 2003 - June 2006 · 3 yrs
Metropolitan Life Insurance CompanyBroker
June 2003 - June 2006 · 3 yrs
Metlife Securities INC.Broker
June 2003 - June 2006 · 3 yrs
AXA Advisors, LLC
July 2002 - June 2003 · 11 mos
AXA Advisors, LLCBroker
June 2000 - June 2003 · 3 yrs
State Registrations2 states
FLNJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.