Andrew Charles Quintois
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
14 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Summit Wealth GroupMay 2026 to now
- Sei Investments Distribution Co.Apr 2019 to May 2026
- Sei Investments Management Corp.Apr 2019 to May 2026
- Legacy Planning PartnersAug 2018 to Mar 2019
- Securian Financial Services Inc.Aug 2018 to Mar 2019
- Northwestern Mutual Wealth Management CompanySep 2017 to Aug 2018
- Northwestern Mutual Investment Services LLCJun 2017 to Aug 2018
- Northwestern Mutual Life Insurance CompanyJan 2017 to Aug 2018
- Sheetz IncDec 2016 to Apr 2017
- USA HockeyAug 2016 to May 2026
- Millersville University Dining ServicesOct 2015 to Dec 2016
- StudentAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Summit Wealth Group
Legal name: Summit Wealth Group LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6743940
- 335242