Pine Harbor Wealth Management LLC

Pine Harbor Wealth Management LLC (CRD# 317352) is a financial advisory firm headquartered in Silver Spring, MD. They manage $356,237,724 in 532 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
8403 Colesville Rd, Suite 1100, Silver Spring, MD 20910
https://www.linkedin.com/company/pine-harbor-wealth-management
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $669,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NY, TX, VA, WI

Financial Advisors at Pine Harbor Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Quinn, financial advisor Silver Spring MD
David C. Quinn
CRD#: 6861645
8403 Colesville Rd, Suite 1100, Silver Spring, MD 20910

David Quinn (CRD# 6861645) is an Investment Advisor Representative working at Pine Harbor Wealth Management LLC in Silver Spring, MD and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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