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Brian Paul Quaranta

Foundations Investment Advisors LLC

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About Brian Paul Quaranta

Brian Paul Quaranta is an investment advisor representative registered with Foundations Investment Advisors LLC. Brian has been working in the securities industry since July 2000. Brian has been affiliated with Foundations Investment Advisors LLC since September 2019. Prior to that, Brian worked for Secure Money Advisors, a firm that specializes in retirement planning. Brian is a Series 6 and 63 licensed representative and has passed the Series 65 exam. Brian specializes in providing financial planning, education seminars, and portfolio management services for individuals.

Firm Information

Brian Quaranta is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Quaranta’s Registration & Firm History

PA

09/19/2019 - Present

Foundations Investment Advisors LLC (ZELIENOPLE PA)

PA

05/27/2010 - 05/13/2011

STALWART CAPITAL, LLC (ZELIENOPLE PA)

PA

06/10/2005 - 04/15/2008

ING FINANCIAL PARTNERS, INC. (ZELIENOPLE PA)

NJ

04/29/2005 - 07/15/2005

ESSEX SECURITIES LLC (JERSEY CITY NJ)

AZ

01/16/2003 - 04/29/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

AZ

07/20/2000 - 01/21/2003

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 06/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Paul Quaranta. Review regulatory record here.
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