Joseph Rinaldi, III
Quantum Financial Advisors · Rockville, Maryland
Joseph Rinaldi, III is a fee-only financial advisor at Quantum Financial Advisors in Rockville, Maryland. Quantum Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Joseph →
Facts
| Firm | Quantum Financial Advisors |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $557.5M across 364 accounts |
| SEC registration | Investment adviser representative in MD · CRD 1012144 |
| Exams passed | Series 63 (1994) · Series 65 (2004) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.instragram.com/quantumfinancialadvisors |
How Joseph's firm compares
- Quantum Financial Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 364 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
Is Joseph Rinaldi, III a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Quantum Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Quantum Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Rinaldi, III based?
Joseph Rinaldi, III is based in Rockville, Maryland.
Is Joseph Rinaldi, III registered with the SEC?
Yes. Joseph Rinaldi, III is registered as an investment adviser representative in MD (CRD 1012144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Quantum Financial Advisors manage?
Quantum Financial Advisors reports $557.5M across 364 accounts in assets under management.
How do I contact Joseph Rinaldi, III?
Through Joseph's website, www.instragram.com/quantumfinancialadvisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.