Reed Haimson
Investment adviser representative at Quincy Wells Advisors, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Quincy Wells Advisors, LLCJan 2022 to now
- Great Point Capital, LLCDec 2019 to May 2026
- Colorado Financial Service CorporationFeb 2016 to Dec 2019
- Fat Stack LLCSep 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5533993
- Firm CRD
- 307477