Daniel QuinlanCRD 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.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|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|
Total Assets Under Management62,274MILLIONS
Total Number of Accounts61,221ACCOUNTS
Average Account Value$1,017,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.