Robert Quinlan has been an investment adviser representative at Lakeridge Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
Robert Quinlan’s longest registration is the current one, 5 years at Lakeridge Wealth Management since 2021. Before joining Lakeridge Wealth Management in 2022, Robert Quinlan was registered through Cetera Advisor Networks LLC.
- Private Client Services, LLCAlso current– present · 4 yearsAlbuquerque, NM · Adviser representative and broker · Firm CRD 120222
- – present · 5 yearsAlbuquerque, NM · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 2 yearsAlbuquerque, NM · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Robert Quinlan is registered as an investment adviser representative in New Mexico, since January 2022.
- New MexicoSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 August 2020 |
| Series 7TO | General Securities Representative Examination | 11 January 2020 |
| SIE | Securities Industry Essentials Examination | 17 December 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Robert Leahy Quinlan
- CRD
- 6954409
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- Albuquerque, NM
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Quinlan work?
Robert Quinlan is an investment adviser representative registered through Lakeridge Wealth Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Robert Quinlan a financial advisor?
Yes. Robert Quinlan has a current investment-adviser registration in New Mexico, through Lakeridge Wealth Management since January 2022.
How many years of experience does Robert Quinlan have?
Robert Quinlan has 6 years in the financial industry, since January 2020, across 3 adviser firms.
What exams has Robert Quinlan passed?
Robert Quinlan has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2018.
Where is Robert Quinlan based?
Robert Quinlan’s registered office is in Albuquerque, NM.
Is Robert Quinlan registered with FINRA?
Yes. Robert Quinlan has a current broker registration, under CRD 6954409.
Source: FINRA BrokerCheck
How can I verify Robert Quinlan’s record?
Search CRD 6954409 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Quinlan’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging