David
Quinn
The Connemara Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Quinn is a certified financial planner based out of Gaithersburg, Maryland with 2 years of relevant experience. Quinn is on the advisory team at The Connemara Group, LLC. Over the course of their career, Quinn has held roles at Dimensional Fund Advisors, Cogien, United Income, Inc, Wealthcare Advisory Partners, LLC D/B/A Pine Harbor Wealth, Pine Harbor Wealth Management LLC, The Connemara Group, Inc and Advice Cloud. Quinn maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Maryland. The Connemara Group, LLC is a registered investment firm headquartered in Gaithersburg, MD. The company has offices in four locations and a total of six people on staff. It handles $236 million in total assets between its 313 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 313 customer accounts, 100% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on the type of financial services. Fees billed by The Connemara Group, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Connemara Group, LLC Brokerage Details
$236,219,331
6
313
$754,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Quinn Work History
David has been registered as a financial advisor for 2 years.*
Advice Cloud
The Connemara Group, Inc
Pine Harbor Wealth Management LLC
Wealthcare Advisory Partners, LLC D/B/A Pine Harbor Wealth
Cogien
United Income, Inc
Dimensional Fund 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 David 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 The Connemara Group, LLC
Gaithersburg, MD
Gaithersburg, MD
Gaithersburg, MD
Gaithersburg, MD
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
