Unclaimed Profile

Paul Francis Roland

QCI ASSET MANAGEMENT INC·PITTSFORD, New York

Clean record4 years registeredQCI ASSET MANAGEMENT INC

40 "A" GROVE STREET, PITTSFORD, NY 14534CRD# 4378461Firm CRD# 110324

Profile Verification

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

Identity

Paul Francis Roland · PITTSFORD, NY

Registration

CRD #4378461 · QCI ASSET MANAGEMENT INC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QCI ASSET MANAGEMENT INC

QCI ASSET MANAGEMENT INC

Sep 2021 – Nov 2021

PITTSFORD, NY

Registrations & Exams

Registration record

First registered · September 1, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QCI ASSET MANAGEMENT INC

CRD 110324 · SEC 801-12815

AUM

$4.5B

Regulatory assets under management

Employees

3,225 client accounts

Services offered by QCI ASSET MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at QCI ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Paul Francis Roland offer?

Paul Francis Roland specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Francis Roland's credentials?

Paul Francis Roland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Francis Roland located?

Paul Francis Roland is based in PITTSFORD, New York, last registered with QCI ASSET MANAGEMENT INC.

How does Paul Francis Roland charge for services?

Paul Francis Roland's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QCI ASSET MANAGEMENT INC?

QCI ASSET MANAGEMENT INC has approximately 32 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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