Michael Robert Quinn
Investment adviser representative at Alta Wealth Advisors LLC
20 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$664.6MFirm 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
20 years in the industry.
- Alta Wealth Advisors LLCDec 2025 to now
- LPL Financial, LLCDec 2025 to now
- Quinn Wealth Strategies, LLCAug 2014 to Dec 2025
- Eagle Strategies LLCMay 2011 to Dec 2025
- Nylife Securities, IncMay 2006 to Dec 2025
- New York Life Insurance CompanyFeb 2006 to Dec 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
Alta Wealth Advisors LLC
$664.6MAssets managed
779Clients
12Advisers
8 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
- 5104684
- Firm CRD
- 293675