Matthew Quinlan is a CFP-designated registered investment advisor, based in Chicago, IL, with 8 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
215 N Peoria St, #600, Chicago, IL, 60607
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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.
Learn about disclosures →Employment History
Current Registrations
Calamos Wealth Management LLC
June 2026 - Present · 4 mos
Calamos Financial Services LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2018 - July 2026 · 8 yrs 6 mos
Charles Schwab & CO., INC.Broker
November 2017 - July 2026 · 8 yrs 8 mos
State Registrations1 state
IL
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.
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