Quinten Steven Wise
Investment adviser representative at Beacon Associates Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$101.1MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Beacon Associates Wealth Management, LLCMar 2022 to now
- Beacon Associates Insurance Agency, LLCMay 2020 to now
- Simplicity WealthJun 2020 to Mar 2022
- Williams International Co., LLCAug 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, OH).
Beacon Associates Wealth Management, LLC
$101.1MAssets managed
204Clients
3Advisers
Under 1 yearIn 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
- 7263661
- Firm CRD
- 318651