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RQ
CFP
RQ
CFP
Robert William Quinlan
Q Capital Solutions
25 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Q Capital Solutions
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
188 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$255.7M
Fee Structure
Financial Planning:
Investment management only
Investment Management
Planning
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Location
Sea Girt, NJ
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History
Regulatory History (2)
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
.
Customer Dispute
August 2022
Settled
Customer Dispute
October 2021
Award / Judgment
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Q Capital Solutions
July 2018 - Present · 7 yrs 7 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 LLC
Broker
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
Metlife Securities INC.
Broker
June 2003 - June 2006 · 3 yrs
Metropolitan Life Insurance Company
Broker
June 2003 - June 2006 · 3 yrs
AXA Advisors, LLC
July 2002 - June 2003 · 11 mos
AXA Advisors, LLC
Broker
June 2000 - June 2003 · 3 yrs
State Registrations
3 states
FL
NJ
TX
Advisor
Exams
No exam information available for this advisor.