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Michael Thomas Quick

Brookfield Oaktree Wealth Solutions LLC

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About Michael Thomas Quick

Michael Quick is a registered representative with Brookfield Oaktree Wealth Solutions LLC in New York, New York. Michael has been in the financial services industry since 2017 and holds the Series 66, SIE and Series 7 licenses. Michael was previously employed with VOYA INVESTMENTS DISTRIBUTOR, LLC.

Firm Information

Michael Quick is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

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.

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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Michael Quick’s Registration & Firm History

NY

10/11/2023 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

NY

12/05/2017 - 08/18/2023

VOYA INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Thomas Quick.
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