Robert
Quinn
Ci Private Wealth
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About this Advisor
Robert Quinn is a certified financial planner who works in Boston, Massachusetts who has 1 year of industry experience. Quinn is currently employed by Ci Private Wealth. Throughout their career, Quinn has worked at Ci Eaton Private Wealth and Eaton Vance Wateroak Advisors. Quinn holds a Series 63 license, which qualifies them as a securities representative, and can work in Massachusetts. Ci Private Wealth is a financial advisory company operating out of Miami, FL. It has offices in 28 locations and a total of 825 financial advisors. It administers $95 billion in assets between its 79,738 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 504 charities and foundations. Of its 79,738 client accounts, 51% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a diverse array of services, including 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, publication of newsletters and educational seminars. A financial advisor's fee schedules vary depending on which services are offered. However, fees charged by Ci Private Wealth can be comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Quinn Work History
Robert has been registered as a financial advisor for 1 years.*
Ci Eaton Private Wealth
Eaton Vance Wateroak Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Quinn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
New York, NY
Dallas, TX
San Diego, CA
Itasca, IL
San Diego, CA
Itasca, IL
Itasca, IL
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
