Donald Troy Vieth
Investment adviser representative at Quincy Wells Advisors, LLC
20 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
20 years in the industry.
- Quincy Wells Capital, LLCMar 2026 to now
- Quincy Wells Advisors, LLCJan 2025 to now
- Great Point Capital, LLCJan 2025 to Mar 2026
- Donald Troy ViethJun 2020 to Jan 2025
- International Assets Advisory, LLCFeb 2017 to Jan 2025
- Sigma FinancialJan 2017 to Feb 2017
- Edward JonesFeb 2006 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5100754
- Firm CRD
- 307477