Member · Legacy Consulting Group
Matthew P. Quinn
CRD 3077004 · Named on Form ADV at one SEC-registered adviser
At a glance
Legacy Consulting Group, an SEC-registered wealth manager based in Plano, TX with $379 million in regulatory assets, lists Matthew P. Quinn on its Form ADV as Member.
Firms and roles
- Legacy Consulting GroupMemberWealth manager · Plano, TX · $379M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Steven G. WachsPresident, Chief Compliance Officer, Legacy Consulting Group
- Roger A. ShakeVp/sec/treas., Legacy Consulting Group
- Jennifer K. BolingMember, Legacy Consulting Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.