Quentin Robert Rickey
Investment adviser representative at Leonard Rickey Investment Advisors, P.L.L.C.
11 yearsExperience
1 stateRegistered in
$958.1MFirm assets
13 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
11 years in the industry.
- Leonard Rickey Investment Advisors, P.L.L.C.Dec 2024 to now
- Ernst & YoungOct 2023 to Nov 2024
- UnemployedMay 2023 to Oct 2023
- Full-time Education (gonzaga University)Aug 2022 to May 2023
- Ernst & YoungJun 2022 to Aug 2022
- Xy Planning NetworkApr 2021 to Oct 2021
- Full-time Education (gonzaga University)Aug 2019 to May 2022
- UnemployedJun 2019 to Aug 2019
- Leonard Rickey Investment Advisors, PllcJun 2017 to Aug 2019
- Full-time Education - High SchoolJan 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Leonard Rickey Investment Advisors, P.L.L.C.
$958.1MAssets managed
1,102Clients
9Advisers
13 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
- 8026892
- Firm CRD
- 116891