Mary Quinn
Mary Quinn is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Pittsburgh, PA, with 37 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
525 William Penn Place, Suite 3401, Pittsburgh, PA, 15219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary is a principal and CFP at Marbury Wealth Management LLC, a registered representative with Kestra Investment Services, and an Investment Advisor Representative with Kestra Advisory Services, LLC. She also dedicates a few hours per week as a sole shareholder and managing member of Peregrine Management Co and minimal time as a bookkeeper for Marbury Wealth Management LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Signature Select Wealth
NFP Advisor Services, LLC
Mid Atlantic Capital CorporationBroker
NFP Securities, INC.Broker
Altair Management Partners, INC.
Mid Atlantic Capital CorporationBroker
State Registrations15 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.
Exams
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