Scott David Carl
Investment adviser representative at Quincy Wells Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$87.3MFirm assets
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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
10 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Quincy Wells Advisors, LLCJan 2022 to now
- Great Point Capital, LLCJan 2019 to May 2026
- Madison Avenue Securities, LLCMar 2018 to Jan 2019
- InvestacorpJun 2017 to Mar 2018
- Singer Wealth ManagementJun 2017 to Mar 2018
- UnemployedApr 2017 to Jun 2017
- Green Lane Capital Advisors, LLCJul 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
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
- 5416724
- Firm CRD
- 307477