RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael Robert Quinn
- Business email
- mquinn@altawealthadvisors.comreportedaltawealthadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Alta Wealth Advisors LLC independent RIA currentsince Dec 10, 2025 · Woburn, Ma
- Eagle Strategies LLC BD affiliatedMay 16, 2011 to Dec 17, 2025 · Waltham, Ma
- Eagle Strategies LLC to Alta Wealth Advisors LLCleft Dec 17, 2025, registered Dec 10, 2025 (-7 days) · Affiliated broker-dealer or bank to independent RIA
- Michael Robert Quinn left Eagle Strategies Llc for Alta Wealth Advisors Llc (registered 2025-12-10)Dec 17, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address