Capitol Securities Management
47yrs
Top advisor by experience in Tampa
27yrs
Michael Quick is a fiduciary financial advisor in Tampa, Florida, with 27 years in the industry. Michael joined Osaic Wealth in 2018, after three years at Signator Investors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 18% by experience in Tampa
Office1511 N. Westshore Blvd. Suite 1100, Tampa, FL 33607
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
Contact Michael
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Michael. 1511 N. Westshore Blvd. Suite 1100Tampa, FL 33607Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Osaic Wealth at (800) 821-5100 and ask for Michael Quick. Michael works from the Tampa, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 27 years. Top 18% by experience in Tampa.
What licenses does Michael hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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