Kimberly Ann Quintero
Investment adviser representative at Ingalls Investment Management, LLC
15 yearsExperience
2 statesRegistered in
$7.8BFirm assets
58 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Ingalls Investment Management, LLCAug 2026 to now
- Ingalls & Snyder LLCMay 2021 to now
- First Republic Securities CompanyDec 2011 to now
- First Republic Investment ManagementNov 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Ingalls Investment Management, LLC
$7.8BAssets managed
4,453Clients
53Advisers
58 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
- 5382186
- Firm CRD
- 343369