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Taylor Roncancio

Quantumvest, Inc.

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About Taylor Roncancio

Taylor Roncancio is an Investment Advisor Representative with Quantumvest, Inc. Taylor is registered with the state of Arizona and has been in the industry since 2012. Taylor has previously worked with Merrill Lynch and Park Avenue Securities. Taylor holds Series 7 and Series 66 securities licenses. Taylor is an experienced financial advisor who provides financial planning, retirement planning, and portfolio management services to individuals, businesses, and high-net-worth clients. Taylor is committed to providing clients with personalized advice and strategies that meet their individual needs.

Firm Information

Taylor Roncancio is currently registered with Quantumvest, Inc.. Quantumvest, Inc. is an investment advisor based in California. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $29.97 million in assets for 178 clients, primarily individuals other than high-net-worth individuals and high-net-worth individuals.

$29.97M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Taylor Roncancio’s Registration & Firm History

AZ

09/18/2014 - Present

Quantumvest, Inc. (SCOTTSDALE AZ)

AZ

05/15/2012 - 05/15/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

AZ

01/17/2012 - 04/30/2012

PARK AVENUE SECURITIES LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 03/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Roncancio.
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