Mark Richard Tiralosi
Investment adviser representative at Quantum Financial Advisors Inc
28 yearsExperience
1 stateRegistered in
$557.5MFirm assets
4 yearsFirm in business
Are you Mark Richard Tiralosi? Claim your profile
Contact this firm
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
Experience
28 years in the industry.
- Quantum Financial Advisors IncMar 2023 to now
- Tiralosi Financial Services, Inc.Jan 1998 to now
- Fortune Financial Services, Inc.Mar 2021 to Dec 2021
- Maitland Securities, Inc.Jul 2013 to Dec 2016
- Transam Securities, Inc.Jul 2009 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Quantum Financial Advisors Inc
$557.5MAssets managed
363Clients
10Advisers
4 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
- 2799289
- Firm CRD
- 113563