Robert Leahy Quinlan
Investment adviser representative at Lakeridge Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$805.4MFirm assets
5 yearsFirm in business
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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
14 years in the industry.
- Private Client ServicesSep 2022 to now
- Lakeridge Wealth Management LLCAug 2021 to now
- Quinlan Financial Services, LLCNov 2020 to now
- Financial Solutions Planning & InvestmentsMay 2018 to now
- Poa and Trustee for A Family MemberOct 2012 to now
- Cetera Advisor Networks LLCSep 2018 to Sep 2022
- Care for Elderly ParentJan 2012 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NM).
Lakeridge Wealth Management LLC
$805.4MAssets managed
1,139Clients
12Advisers
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
- 6954409
- Firm CRD
- 314071