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Quienton Reynolds

19 Years of Experience
Orlando, FL
Broker

Quienton Reynolds is a registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 19 years of industry experience. Quienton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

1991 Summit Park Drive, Orlando, FL, 32810

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Quienton is involved in Reynolds Moving Company, a family business, dedicating about 10-20% of his time. He also owns an LLC used to purchase an investment property, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Schwab Wealth Advisory, INC.
June 2021 - Present · 4 yrs 11 mos
Charles Schwab & CO., INC.Broker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2020 - March 2023 · 3 yrs 2 mos
Schwab Private Client Investment Advisory, INC.
June 2018 - January 2020 · 1 yr 7 mos
Charles Schwab & CO., INC.
July 2017 - July 2018 · 1 yr
Genworth Financial Securities CorporationBroker
June 2006 - November 2008 · 2 yrs 5 mos
State Registrations22 states
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AdvisorBrokerBoth

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.