Advisor at Greenfield Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Greenfield Financial Services, LLC
Location
Vero Beach, FL
Credentials
Series 63, Series 65
Industry experience
41 years
Mark Quinn is the sole advisor at Greenfield Financial Services, LLC, an independent firm based in Vero Beach, FL. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Quinn has led Greenfield Financial Services since 2012. Greenfield Financial Services provides ongoing portfolio management to individual and high-net-worth clients, overseeing approximately $2.51 million in assets. The firm operates primarily on a non-discretionary basis, preparing customized Investment Policy Statements and implementing portfolios using a range of securities while managing all client assets internally.
$0 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.60% $2,000,001+: 1.00%
Fee-only: Fees are paid quarterly in advance; negotiable depending on client needs and complexity.
Vero Beach, FL
Connecticut · Florida
Greenfield Financial Services, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Vero Beach, FL
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Series 63, Series 66
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