MQ
MQ
Mark Quinn
41 Years of Experience
Vero Beach, FL
1 Disclosure
Mark Quinn is a registered investment advisor at Greenfield Financial Services, LLC, based in Vero Beach, FL, with 41 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $2.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$228K average
Assets Under Management
$2.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Vero Beach, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2020Final
Employment History
Current Registrations
Greenfield Financial Services, LLC
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Kovack Advisors, INC.
August 2006 - December 2012 · 6 yrs 4 mos
Rk Advisors
August 2005 - August 2006 · 1 yr
Kovack Securities INC.Broker
January 2004 - December 2012 · 8 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - February 2004 · 10 yrs 7 mos
Citigroup Global Markets INC.
January 1991 - February 2004 · 13 yrs 1 mo
American Express Financial Advisors INC.Broker
December 1986 - February 1990 · 3 yrs 2 mos
Lehman Brothers INC.Broker
August 1986 - July 1993 · 6 yrs 11 mos
Ids Securities CORP.Broker
July 1986 - December 1986 · 5 mos
American Express Financial Advisors INC.Broker
January 1985 - February 1990 · 5 yrs 1 mo
Ids Financial Services INC.Broker
January 1985 - July 1986 · 1 yr 6 mos
First Jersey Securities, INC.Broker
March 1984 - January 1985 · 10 mos
State Registrations2 states
CTFL
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.