Brian Quinn is a registered investment advisor at Corient, based in San Francisco, CA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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 | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
555 Mission Street Suite 3325, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2017Employment History
Current Registrations
Corient
Previous Registrations
Vivaldi Capital Management LP
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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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