Unclaimed Profile

Martin Alan Einhorn

WEALTHQUEST FINANCIAL SERVICES, LLC·NORFOLK, Virginia

Series 65Clean record15 years registeredWEALTHQUEST FINANCIAL SERVICES, LLC

150 W. MAIN STREET, NORFOLK, VA 23510CRD# 4472413Firm CRD# 116749

Profile Verification

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

Identity

Martin Alan Einhorn · NORFOLK, VA

Registration

CRD #4472413 · WEALTHQUEST FINANCIAL SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHQUEST FINANCIAL SERVICES, LLC

WEALTHQUEST FINANCIAL SERVICES, LLC

Sep 2010 – Apr 2018

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 14, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHQUEST FINANCIAL SERVICES, LLC

CRD 116749 · SEC 801-63269

AUM

$537M

Regulatory assets under management

Employees

1,052 client accounts

Services offered by WEALTHQUEST FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHQUEST FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Martin Alan Einhorn offer?

Martin Alan Einhorn specializes in Financial Planning, Investment Management, Wealth Management.

What are Martin Alan Einhorn's credentials?

Martin Alan Einhorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Alan Einhorn located?

Martin Alan Einhorn is based in NORFOLK, Virginia, last registered with WEALTHQUEST FINANCIAL SERVICES, LLC.

How does Martin Alan Einhorn charge for services?

Martin Alan Einhorn'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 WEALTHQUEST FINANCIAL SERVICES, LLC?

WEALTHQUEST FINANCIAL SERVICES, LLC has approximately 8 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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