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Mark Richard Tiralosi

Quantum Financial Advisors Inc.

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About Mark Richard Tiralosi

Mark Richard Tiralosi is a financial advisor associated with Quantum Financial Advisors Inc.. Mark has been in the financial services industry since 1996, offering experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is registered in Florida as an Investment Advisor Representative, and has offices in both Heathrow, Florida and Rockville, Maryland.

Firm Information

Mark Tiralosi is currently registered with Quantum Financial Advisors Inc.. Quantum Financial Advisors Inc. is a Rockville, MD-based registered investment advisor. The firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Quantum Financial Advisors Inc. manages $143,151,828 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm's clientele includes charitable organizations.
Quantum Financial Advisors Inc.

51 MONROE STREET

ROCKVILLE, MD 20850

$143.15M

Assets Under Management

Not reported

Total Clients

9

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Mark Tiralosi’s Registration & Firm History

FL

04/03/2023 - Present

Quantum Financial Advisors Inc. (HEATHROW FL)

FL

03/31/2021 - 12/31/2021

FORTUNE FINANCIAL SERVICES, INC. (Orlando FL)

CA

07/07/2009 - 07/13/2021

TRANSAM SECURITIES, INC. (LOS ANGELES CA)

FL

07/03/2013 - 12/31/2016

MAITLAND SECURITIES, INC. (MAITLAND FL)

FL

03/23/2005 - 12/31/2008

PRINCOR FINANCIAL SERVICES CORPORATION (HEATHROW FL)

CA

11/19/1998 - 04/04/2005

TRANSAM SECURITIES, INC. (LOS ANGELES CA)

FL

02/27/1998 - 11/24/1998

CFG SECURITIES CORP. (LONGWOOD FL)

IA

10/23/1996 - 02/25/1998

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 02/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Richard Tiralosi.
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