Unclaimed Profile

Brent Connor Mcquiston

WEALTHTRUST ARIZONA LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 8, Series 9, Series 10, Series 63, Series 66CFPClean record22 years registeredWEALTHTRUST ARIZONA LLC

8434 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 2379598Firm CRD# 141926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Connor Mcquiston · SCOTTSDALE, AZ

Registration

CRD #2379598 · WEALTHTRUST ARIZONA LLC · 22 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Nov 2018 – present

WEALTHTRUST ARIZONA

Dec 2006 – Mar 2019

SCOTTSDALE, AZ

WEALTH TRUST - ARIZONA LLC

Sep 2003 – Dec 2006

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · September 30, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHTRUST ARIZONA LLC

CRD 141926 · SEC 801-67203

AUM

$436M

Regulatory assets under management

Employees

1,297 client accounts

Services offered by WEALTHTRUST ARIZONA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTHTRUST ARIZONA LLC →

Introduction

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Frequently Asked Questions

What services does Brent Connor Mcquiston offer?

Brent Connor Mcquiston specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Brent Connor Mcquiston's credentials?

Brent Connor Mcquiston holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brent Connor Mcquiston located?

Brent Connor Mcquiston is based in SCOTTSDALE, Arizona, working with WEALTHTRUST ARIZONA LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Brent Connor Mcquiston charge for services?

Brent Connor Mcquiston's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHTRUST ARIZONA LLC?

WEALTHTRUST ARIZONA LLC has approximately 9 employees and manages $436M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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