RQ
CFP
RQ
CFP

Robert Quinlan

26 Years of Experience
Sea Girt, NJ
3 Disclosures

Robert Quinlan is a CFP-designated registered investment advisor at Q Capital Solutions, based in Sea Girt, NJ, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 233 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
233 clients
Average Client Portfolio
$954K average
Assets Under Management
$222.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is a flat percentage of up to 2.00% of assets under management depending on individual client circumstances. Accounts subject to custody via login credentials may incur a fee increase.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sea Girt, NJ

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History

Regulatory History (3)
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
March 2026
Pending
Customer Dispute
August 2022
Settled
Customer Dispute
October 2021
Award / Judgment
Employment History
Current Registrations
Q Capital Solutions
July 2018 - Present · 8 yrs 3 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.
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