Brian Joseph Quinn
Investment adviser representative at Wellth Advisory Services, LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$26.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- LPL Financial, LLCAug 2022 to now
- Global Retirement Partners, LLCAug 2022 to Jun 2024
- Royal Alliance Associates, Inc.Nov 2018 to Aug 2022
- Centinel Financial Group, LLCApr 2010 to Aug 2022
- Signator Investors IncApr 2010 to Nov 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2183764
- Firm CRD
- 330537