Michael Robert Quinn
Investment Adviser Representative at ALTA Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Robert Quinn is an investment adviser representative with ALTA Wealth Advisors LLC in Woburn, MA, where they have been registered since 2025. They have worked in the securities industry since 2006 and were previously registered with Eagle Strategies LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
11 states and territories
California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Missouri, New Hampshire, New York, Rhode Island, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NEW YORK LIFE Insurance CompanyFeb 2006 – Dec 2025Waltham, MA
- Nylife Securities, IncMay 2006 – Dec 2025Waltham, MA
- Eagle Strategies LLCMay 2011 – Dec 2025Waltham, MA
- Quinn Wealth Strategies, LLCAug 2014 – Dec 2025Waltham, MA
- Alta Wealth Advisors LLCDec 2025 – no end date reportedWoburn, MA
- LPL Financial, LLCDec 2025 – no end date reportedWoburn, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ALTA Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Portfolio Mgmt $0-$100,0002.00%
- Portfolio Mgmt $100,001-$500,0001.50%
- Portfolio Mgmt $500,001-$2,500,0001.25%
- Portfolio Mgmt $2,500,001-$10,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial and investment management including planning, implementing, and consistently reviewing customized strategies; guidance through life transitions; resources on retirement, social security, and estate strategies.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Woburn, MA
- SEC file number:
- 801-112848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 26, 2026
View full firm profileOther advisors at ALTA Wealth Advisors LLC
11 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Robert Quinn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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