Quentin Roos, financial advisor Woodbridge VA
93 score

Quentin Roos

CRD Number: 1180505
Current Firm: Pnc Investments

Quentin Roos (CRD# 1180505) is an Investment Advisor Representative working at Pnc Investments in Woodbridge, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Mar 2012 - Current 4
Raymond James Financial Services Mclean, VA Feb 2011 - Mar 2012 1
Waddell & Reed, Inc. Vienna, VA Apr 2010 - Feb 2011 < 1
Various Insurance Carriers For W&r Insurance Agencies Stafford, VA Apr 2010 - Feb 2011 < 1
Unemployed Stafford, VA Mar 2010 - Apr 2010 < 1
Commerce Capital Markets, Inc. Philadelphia, PA Feb 2009 - Mar 2010 1
Td Bank Vienna, VA Feb 2009 - Mar 2010 1
Anderson Strudwick Fredericksburg, VA Apr 2005 - Feb 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Quentin R. Roos
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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