Curtis Jerome Sathre
Investment adviser representative at Quincy Wells Advisors, LLC
15 yearsExperience
1 stateRegistered in
$87.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Quincy Wells CapitalMar 2026 to now
- Quincy Wells Advisors, LLCJan 2025 to now
- Great Point Capital, LLCMay 2023 to Mar 2026
- Jrl Capital AdvisorsJun 2011 to Apr 2023
- Jrl Capital CorporationJun 2011 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Quincy Wells Advisors, LLC
$87.3MAssets managed
247Clients
30Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2459115
- Firm CRD
- 307477