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Harold Tyler Gay

QM Advisors LLC

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About Harold Tyler Gay

Harold Tyler Gay is a financial advisor with QM Advisors LLC. Harold has been in the financial services industry since August 2015. Harold's primary focus is providing financial planning and portfolio management services to individuals, families, and trusts. QM Advisors LLC is a Registered Investment Advisor, with a focus on providing wealth management services.

Firm Information

Harold Gay is currently registered with QM Advisors LLC. QM Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm has approximately $93.2 million in regulatory assets under management.

$93.20M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Harold Gay’s Registration & Firm History

GA

01/28/2020 - Present

QM Advisors LLC (PEACHTREE CITY GA)

GA

09/14/2018 - 01/29/2020

WELLS FARGO CLEARING SERVICES, LLC (DALTON GA)

GA

08/17/2015 - 09/16/2018

EDWARD JONES (DALTON GA)

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Licenses & Designations

BOTH

Issued 09/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Tyler Gay.
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