Quinn Matthew McElwee
Investment Adviser Representative at United Capital Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Quinn Matthew Mcelwee is an investment adviser representative with United Capital Financial Advisors in Fort Collins, CO, where they have been registered since 2013. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and D.a. Davidson & Co. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado, Texas, and Wyoming.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas, Wyoming
- Broker:
3 states and territories
Colorado, Oregon, Wyoming
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.
- Girard Securities, Inc.Aug 2013 – Nov 2017San Diego, CA
- United Capital Financial Advisers, LLCAug 2013 – no end date reportedNewport Beach, CA
- Cetera Advisor Networks LLCNov 2017 – Sep 2020El Segundo, CA
- Lion Street FinancialFeb 2024 – no end date reportedFort Collins, CO
- Integrity Alliance, LLC.Nov 2025 – no end date reportedFort Collins, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Capital Financial Advisors
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
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 168
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Irving, TX
- SEC file number:
- 801-64376
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at United Capital Financial Advisors
Showing 12 of 168 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. Quinn Matthew McElwee 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.
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