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Robert William Quinlan

Investment adviser representative at Q Capital Solutions
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$222.3MFirm 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

Experience

19 years in the industry.

  1. Q Capital SolutionsJan 2025 to now
  2. Rwq Financial Management Services, Inc.Jul 2018 to now
  3. Private Portfolio Partners, LLCFeb 2016 to Aug 2018
  4. LPL Financial, LLCMar 2007 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 2 states (FL, NJ).

Q Capital Solutions

Legal name: Rwq Financial Management Services, Inc.

$222.3MAssets managed
233Clients
1Advisers
5 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
4182804
Firm CRD
297541
Advisor's SEC record (opens in a new tab)
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