Skip to content

Steven Anthony Quirini

Investment adviser representative at Monere Wealth Management, Inc.
19 yearsExperience
5 statesRegistered in
$312MFirm assets
7 yearsFirm in business

Are you Steven Anthony Quirini? Claim your profile

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

Experience

19 years in the industry.

  1. Monere Wealth Management, Inc.Jul 2023 to now
  2. Monere Investments, Inc.Jul 2023 to now
  3. Noyes Advisors LLCAug 2015 to Jul 2023
  4. David A. Noyes and CompanyOct 2007 to Jul 2023

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 5 states (CO, FL, IL, NC, VA).

Monere Wealth Management, Inc.

$312MAssets managed
500Clients
9Advisers
7 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
5654413
Firm CRD
173076
Advisor's SEC record (opens in a new tab)
CallContact this firm