Stephen T Glasgow
Investment adviser representative at Quincy Wells Advisors, LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Quincy Wells Advisors, LLCJan 2025 to now
- Great Point Advisors, LLCJan 2025 to now
- Great Point Capital, LLCJan 2025 to now
- Concorde Asset Management, LLCNov 2021 to Dec 2024
- Concorde Investment Services, LLCNov 2021 to Dec 2024
- Es Advisory GroupAug 2021 to Nov 2021
- San Blas Securities, LLCJul 2021 to Nov 2021
- Sb Advisory, LLCJul 2021 to Nov 2021
- Silver Oak Securities, Inc.Jan 2019 to May 2021
- SgtradingMay 2018 to Nov 2018
- Charles Schwab & Co., Inc.Jan 2012 to May 2018
- Charles Schwab BankJan 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, KY).
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
- 4352357
- Firm CRD
- 307477