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
Zuraw Financial Advisors, LLC
|Deutsche Bank Securities Inc.||Winston-salem, NC||Mar 2015 - Current||2|
|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