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David Christopher Quinn

PINE HARBOR WEALTH MANAGEMENT LLC·SILVER SPRING, Maryland
Series 65Clean record8 years registeredPINE HARBOR WEALTH MANAGEMENT LLC
8403 COLESVILLE RD, SILVER SPRING, MD 20910CRD# 6861645Firm CRD# 317352

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Christopher Quinn · SILVER SPRING, MD
Registration
CRD #6861645 · PINE HARBOR WEALTH MANAGEMENT LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

PINE HARBOR WEALTH MANAGEMENT LLC
Nov 2021 – present
THE CONNEMARA GROUP, LLC
Oct 2021 – Dec 2023
Washington, DC
WEALTHCARE ADVISORY PARTNERS LLC
Dec 2019 – Jul 2022
Washington, DC
UNITED INCOME, INC.
Dec 2017 – Dec 2019
WASHINGTON, DC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 1, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINE HARBOR WEALTH MANAGEMENT LLC
CRD 317352 · SEC 801-129354
AUM
$356M
Regulatory assets under management
Employees
3
532 client accounts
Services offered by PINE HARBOR WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINE HARBOR WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does David Christopher Quinn offer?
David Christopher Quinn specializes in Financial Planning, Investment Management. Contact their office in SILVER SPRING, Maryland for a consultation.
What are David Christopher Quinn's credentials?
David Christopher Quinn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Christopher Quinn located?
David Christopher Quinn is based in SILVER SPRING, Maryland, working with PINE HARBOR WEALTH MANAGEMENT LLC. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.
How does David Christopher Quinn charge for services?
David Christopher Quinn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINE HARBOR WEALTH MANAGEMENT LLC?
PINE HARBOR WEALTH MANAGEMENT LLC has approximately 3 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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