Unclaimed Profile

John Michael Quigley

EQ, LLC·MERCER ISLAND, Washington

Series 7, Series 63, Series 6524 years registeredEQ, LLC

2835 82ND AVENUE SE, MERCER ISLAND, WA 98040CRD# 2556424Firm CRD# 291033

Profile Verification

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

Identity

John Michael Quigley · MERCER ISLAND, WA

Registration

CRD #2556424 · EQ, LLC · 24 years registered

Brand Profile

Not yet started

Career History

EQ WEALTH MANAGEMENT

Feb 2018 – present

CAPITAL PLANNING LLC

Jan 2014 – Apr 2018

BELLEVUE, WA

CAPITAL PLANNING CORP

Dec 2004 – Jan 2014

BELLEVUE, WA

LINSCO/PRIVATE LEDGER CORP.

Mar 2002 – Dec 2002

TUKWILA, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 20, 2002

Years registered · 24

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EQ, LLC

CRD 291033 · SEC 801-112224

AUM

$594M

Regulatory assets under management

Employees

1,874 client accounts

Services offered by EQ, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EQ, LLC →

Introduction

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Frequently Asked Questions

What services does John Michael Quigley offer?

John Michael Quigley specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MERCER ISLAND, Washington for a consultation.

What are John Michael Quigley's credentials?

John Michael Quigley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael Quigley located?

John Michael Quigley is based in MERCER ISLAND, Washington, working with EQ, LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.

How does John Michael Quigley charge for services?

John Michael Quigley'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 EQ, LLC?

EQ, LLC has approximately 11 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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