Mary
Quinn

Kestra Advisory Services, LLC

CRD#1897994
Investment Advisor
in Pittsburgh, PA
Are you Mary Quinn? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Quinn is a certified financial planner who lives in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Kestra Advisory Services, LLC, Quinn has a notable 25 years of professional experience in the financial advisory industry. Quinn maintains a Series 63 license, designating them as a securities broker. Quinn is able to operate based out of Pennsylvania. The advisor has gained experience at Peregrine Advisers, Inc, Mid Atlantic Capital Corp, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Pittsburgh, Pennsylvania, and has 513 other brick-and-mortar locations in the country. Overall, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

420 Ft Duquesne Blvd Gateway Center 7 East
Pittsburgh, PA 15222

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.

Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

PA Average: $3,042,739,679
Total Number of Employees

1,291

PA Average: 49
Total Number of Accounts

81,360

PA Average: 2,315
Average Account Size

$267,280

PA Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mary Quinn Work History

Mary has 25 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2010 - 2016 (6 years)

Nfp Securities, Inc

2006 - Present (13 years)

Mid Atlantic Capital Corp

1993 - Present (26 years)

Peregrine Advisers, Inc

Disclosures

Mary Quinn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started