Fractional Compliance | RIA Specialists

Compliance expertise,
without the overhead.

Pree Quinn LLC delivers senior-level compliance leadership to registered investment advisers — fractionally, precisely, and on your terms.

Tamika Fleming, CFE, CAMS, CFIRS — Founder, Pree Quinn LLC
SVP/EVP Banking Background
3 Active Credentials
$2B+ AUM Served
RIA Focused Practice

About Pree Quinn

Senior compliance leadership, built for the way RIAs actually work.

Pree Quinn LLC was founded by a former banking SVP/EVP with deep roots in risk management oversight, internal audit, BSA/AML, and fraud prevention. We bring institutional-grade expertise to registered investment advisers who need more than a checklist — they need a trusted compliance partner.

We work fractionally because the best compliance work doesn't require a full-time hire. It requires the right person, engaged at the right depth, at exactly the right time.

CFE — Certified Fraud Examiner
CAMS — Anti-Money Laundering
CFIRS — Financial Regulatory
BSA/AML Issue Validation
Internal Audit Leadership
RIA Regulatory Filings
Compliance Program Management
Risk Management Oversight
Tamika Fleming, Founder of Pree Quinn LLC

Tamika Fleming

CFE · CAMS · CFIRS  |  Founder, Pree Quinn LLC

"Excellence in compliance isn't about having a compliance officer on staff. It's about having the right expertise engaged at the right moment."

Tamika Fleming  ·  Founder, Pree Quinn LLC

What We Do

Compliance services built for RIAs

From routine regulatory filings to high-stakes audit support, Pree Quinn delivers the expertise your firm needs — without the cost of a full-time CCO.

01

Compliance Program Management

Ongoing oversight and management of your RIA's compliance program — policies, procedures, and annual reviews.

  • Compliance manual development & review
  • Annual compliance review coordination
  • Policy gap assessments
  • Regulatory change monitoring
02

Regulatory Filing Support

Accurate, timely preparation and submission support for your most critical regulatory obligations.

  • Form ADV Part 1, 2A, 2B preparation
  • Annual and interim filing reviews
  • SEC & state examination prep
  • Regulatory correspondence support
03

Internal Audit & Testing

Risk-based internal audit and compliance testing designed to surface issues before regulators do.

  • Trade accuracy & best execution reviews
  • Client billing & fee audits
  • Quarterly fee reconciliation
  • Risk-based audit plan development
04

BSA/AML Advisory

Expert guidance on Bank Secrecy Act and Anti-Money Laundering obligations — from program design to issue validation.

  • BSA/AML program assessments
  • Issue identification & validation
  • SAR review and oversight
  • Training program development
05

Fractional CCO Support

Senior-level compliance leadership on a retainer basis — all the expertise of a Chief Compliance Officer without the full-time cost.

  • CCO responsibilities on retainer
  • Board & leadership reporting
  • Vendor & third-party oversight
  • Escalation and incident response
06

Risk & Fraud Assessment

Certified fraud examination expertise applied to your firm's risk environment — identifying vulnerabilities before they become losses.

  • Fraud risk assessments
  • Internal controls evaluation
  • Red flag identification
  • Remediation planning

Who We Serve

The right fit for firms that are serious about compliance.

01

Emerging & Growth-Stage RIAs

Firms under $500M AUM building a compliance infrastructure that scales — without the overhead of a full-time hire.

02

Mid-Size RIAs Seeking Expertise

Advisers managing $500M–$2B who need deeper expertise than their current compliance resources can provide.

03

Minority & Women-Owned Firms

Purpose-driven firms who want a compliance partner that understands both the regulatory landscape and their mission.

04

Firms Preparing for Examination

RIAs with upcoming SEC or state examinations who need seasoned, hands-on preparation support — fast.

Engagement Model Retainer
Firm Size Focus < $2B AUM
Geography National
Lead Credential CFE, CAMS
Background SVP / EVP
Specialty BSA · Audit
Specialization Compliance · Risk

Our Process

How we work with you

A structured onboarding process that gets us integrated with your firm quickly — so you're protected from day one.

1

Discovery Call

We learn your firm's structure, current compliance posture, and most pressing gaps.

2

Scope & Proposal

We present a clear engagement scope with retainer structure and deliverables.

3

Onboarding

We review your existing policies, filings, and controls to establish a baseline quickly.

4

Ongoing Partnership

Monthly retainer engagement with structured deliverables, reporting, and direct access.

Get in Touch

Ready to strengthen your compliance program?

Tell us about your firm. We'll follow up within one business day to schedule a no-pressure discovery call.

Prefer email? Reach us directly at hello@preequinn.com