Vivaldi Capital Management Lp
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About this Advisor
Brian Quinn is a financial advisor working out of Chicago, Illinois, who has 10 years of professional experience. Quinn is an advisor for Vivaldi Capital Management Lp. Over the course of their career, they have held roles at Chase Investment Services Corp, J.P. Morgan Securities LLC and Vivaldi Capital Management, LLC. Quinn has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Vivaldi Capital Management Lp is an advisory business that has its headquarters in Chicago, Illinois. The firm has offices in four locations and a total of 50 employees. It has $3 billion in assets under management between its 5,505 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 5,505 accounts, 68% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically depend on which services are offered. Fees charged by Vivaldi Capital Management Lp most likely consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Vivaldi Capital Management Lp Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Quinn Work History
Brian has 10 years of experience.
Vivaldi Capital Management, LLC
Chase Investment Services Corp
J.P. Morgan Securities LLC
Brian Quinn has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vivaldi Capital Management Lp
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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