Regina Quigley
Regina Quigley is a registered investment advisor at Strategic Advisers LLC, based in Roslyn, NY, with 36 years of industry experience. Regina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
1075 Northern Blvd, Roslyn, NY, 11576-1681
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Regina owns a single-family rental home on Overbrook Street and acts as the property owner, maintaining the grounds, responding to tenant inquiries, and doing repairs. This requires minimal time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Franklin/templeton Distributors, INC.Broker
Cuso Financial Services, L.P.Broker
Marketing One Securities, INC.Broker
Smith Barney INC.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Nylife Securities INC.Broker
Related Equities CorporationBroker
State Registrations53 states
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.