Daniel Quinlan, financial advisor Avon CT

Daniel Quinlan

CRD Number: 1586226
Current Firm: Advised Assets Group, LLC

Daniel Quinlan (CRD# 1586226) is an Investment Advisor Representative working at Advised Assets Group, LLC in Avon, CT and has over 23 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Gwfs Equities, Inc. Greenwood Village, CO Jul 2021 - Current < 1
Td Ameritrade, Inc. Manchester, CT Feb 2018 - Jul 2021 3
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Jul 2021 3
Scottrade Securities West Hartford, CT Feb 2014 - Feb 2018 4
Usa Hockey (seasonal Employment) Avon, CT Aug 2013 - Mar 2014 < 1
Allstate Insurance Co Bethany, CT Sep 2013 - Feb 2014 < 1
Unemployed Avon, CT Jan 2013 - Aug 2013 < 1
Mutual Of America Life Insurance Company Glastonbury, CT May 2009 - Jan 2013 3
Mutual Of America Securities Corporation Glastonbury, CT May 2009 - Jan 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Daniel Quinlan
Phone Number: 844-302-2448
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    62,274
    MILLIONS
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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