Marcel Quiroga has been Chief Executive Officer/Chief Compliance Officer/Managing Member of TQM Wealth Partners since February 2016, is a control person of the firm and directly owns 75% or more of it. Marcel Quiroga studied BSc in Business Administration at Universidad Privada Boliviana.
TQM Wealth Partners, LLC is a Marblehead, MA firm with $124M under management, 65 clients and 3 advisers across 3 offices, as of its May 2026 filing.
Marcel V. Quiroga is Founder and CEO of TQM Wealth Partners. She founded the firm in 2016, sets its strategic direction as CEO, and works as a Retirement Management Advisor and financial advisor focused on advanced planning. Earlier she was Chief Relationship Officer at Capital Formation Group and a financial advisor at Merrill Lynch and Morgan Stanley.
Marcel Quiroga’s longest registration is the current one, 10 years at TQM Wealth Partners since 2016. Before joining TQM Wealth Partners in 2016, Marcel Quiroga was registered through Capital Formation Group, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- TQM Wealth PartnersCurrent– present · 10 yearsMarblehead, MA · Adviser representative · Firm CRD 282979
- Capital Formation Group, Inc.– · 5 yearsWellesley, MA · Adviser representative · Firm CRD 110958
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsBoston, MA · Adviser representative · Firm CRD 7691
- Morgan Stanley– · under a yearBoston, MA · Adviser representative · Firm CRD 7556
Professional designations
Listed by TQM Wealth Partners
- Retirement Management Advisor (RMA®)
Investment adviser representative registrations
Marcel Quiroga is registered as an investment adviser representative in 3 states. The first approvals date from March 2016; the most recent is New York, in April 2021.
- FloridaSince 9 May 2016
- MassachusettsSince 7 March 2016
- New YorkSince 28 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 2 November 2005 |
| Series 66 | Uniform Combined State Law Examination | 15 October 2005 |
| Series 7 | General Securities Representative Examination | 12 September 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marcel Victoria Quiroga
- CRD
- 5000577
- Firm
- TQM Wealth Partners · CRD 282979
- Role
- Chief Executive Officer/Chief Compliance Officer/Managing Member
- Office
- 122 R WASHINGTON ST, Marblehead, MA 01945
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tqmwealthpartners.com
Where does Marcel Quiroga work?
Marcel Quiroga has been Chief Executive Officer/Chief Compliance Officer/Managing Member of TQM Wealth Partners, LLC since February 2016, and is a control person of the firm.
Is Marcel Quiroga a financial advisor?
Yes. Marcel Quiroga has a current investment-adviser registration in Florida, Massachusetts and New York, through TQM Wealth Partners since March 2016.
How many years of experience does Marcel Quiroga have?
Marcel Quiroga has 19 years in the financial industry, since January 2007, across 4 adviser firms.
What exams has Marcel Quiroga passed?
Marcel Quiroga has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2005. FINRA credited Marcel Quiroga with the SIE, which began in October 2018.
Where did Marcel Quiroga work before TQM Wealth Partners?
Before TQM Wealth Partners, Marcel Quiroga was registered through Capital Formation Group, Inc., April 2010 to February 2016; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2006 to March 2009; Morgan Stanley, October 2005 to June 2006.
Where is Marcel Quiroga based?
Marcel Quiroga’s registered office is in Marblehead, MA.
Is Marcel Quiroga registered with FINRA?
No. Marcel Quiroga has no current broker registration.
How can I verify Marcel Quiroga’s record?
Search CRD 5000577 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marcel Quiroga’s full registration record.