Robert QuickCRD Number: 5364690
Current Firm: Deutsche Bank Securities Inc.
Robert Quick (CRD# 5364690) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Winston Salem, NC and has over 8 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Deutsche Bank Securities Inc.||Winston-salem, NC||Mar 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2015||< 1|
|Morgan Stanley Smith Barney||Asheville, NC||Jun 2009 - Mar 2015||5|
|Citigroup Global Markets Inc.||Asheville, NC||Sep 2008 - Jun 2009||< 1|
|Applachian State University||Boone, NC||May 2003 - Sep 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management5,524MILLIONS
Total Number of Accounts5,921ACCOUNTS
Average Account Value$932,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV