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Cynthia Marie Carlson

QUAD CITY INVESTMENT ADVISORS, LLC·MOLINE, Illinois
SIE, Series 6, Series 7, Series 24, Series 63Clean recordQUAD CITY INVESTMENT ADVISORS, LLC
3551 7TH STREET, MOLINE, IL 61265CRD# 1062894Firm CRD# 112187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cynthia Marie Carlson · MOLINE, IL
Registration
CRD #1062894 · QUAD CITY INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
QUAD CITY INVESTMENT ADVISORS, LLC
CRD 112187 · SEC 801-60227
AUM
$245M
Regulatory assets under management
Employees
7
738 client accounts
Services offered by QUAD CITY INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at QUAD CITY INVESTMENT ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Cynthia Marie Carlson offer?
Cynthia Marie Carlson specializes in Investment Management, Fee-Only Advisory. Contact their office in MOLINE, Illinois for a consultation.
What are Cynthia Marie Carlson's credentials?
Cynthia Marie Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Marie Carlson located?
Cynthia Marie Carlson is based in MOLINE, Illinois, working with QUAD CITY INVESTMENT ADVISORS, LLC. Their office serves clients in the MOLINE metropolitan area and surrounding communities.
How does Cynthia Marie Carlson charge for services?
Cynthia Marie Carlson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUAD CITY INVESTMENT ADVISORS, LLC?
QUAD CITY INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUAD CITY INVESTMENT ADVISORS, LLC

William Jay Grimes
MOLINE, IL
Jason Lowell Grindle
MOLINE, IL
Bradley Jay Mitchell
MOLINE, IL
David Charles Howell
MOLINE, IL
Michael Alan Einfeldt
MOLINE, IL

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Research
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