Joseph Quintal
Investment adviser representative at Dakota Wealth, LLC
15 yearsExperience
1 stateRegistered in
$6.9BFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Dakota Wealth, LLCSep 2025 to now
- Fidelity Brokerage Services LLCJul 2021 to Sep 2025
- Unh Changemaker CollaborativeSep 2020 to May 2021
- E.B. Capital Markets, LLCAug 2020 to Jul 2021
- Novocure, LtdJun 2020 to Dec 2020
- University of New HampshireAug 2019 to May 2021
- Siaa, Inc.May 2019 to Aug 2020
- Healthpoint Plus, Inc.Feb 2019 to Oct 2019
- Great Bay Community CollegeSep 2018 to May 2019
- Wheaton Fund, Wheaton CollegeDec 2017 to May 2018
- Wheaton CollegeAug 2017 to May 2018
- Wells Beach Lobster PoundJun 2016 to Oct 2018
- Berwick AcademySep 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 7419425
- Firm CRD
- 297987