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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Greenfield Financial Services, LLC

Mark A. Quinn

CRD 1246087 · Vero Beach, FL

At a glance

Mark A. Quinn is an investment adviser representative with Greenfield Financial Services, LLC in Vero Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 1991, about 35 years ago.

Current advisory firm

  • Greenfield Financial Services, LLCSince December 2012Vero Beach, FL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
1991 (35 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Mark’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.