Brian Quinif is a CFA-designated registered investment advisor at Twin Bridges Advisory, based in New York, NY, 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, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees are negotiable and subject to a minimum annual fee of $30,000. Alternatively, flat annual fees ranging from $30,000 to $250,000 may apply.
Fee Estimator
Location
300 Park Avenue, Floor 2, New York, NY, 10022
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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 →Employment History
Current Registrations
Twin Bridges Advisory
Previous Registrations
Hsbc Securities (USA) INC.Broker
Nomura Securities International, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities 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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