Brenna Reid Winters
Investment adviser representative at Quincy Wells Advisors, LLC
25 yearsExperience
1 stateRegistered in
$87.3MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Quincy Wells Capital, LLCApr 2026 to now
- Quincy Wells Advisors, LLCOct 2025 to now
- Great Point Capital, LLCOct 2024 to Apr 2026
- Caliber CompaniesNov 2021 to Aug 2024
- Architectural SurfacesAug 2021 to Nov 2021
- Mgo Realty AdvisorsJan 2021 to Aug 2021
- Perlo ConstructionMar 2020 to Dec 2020
- Larog Brothers JewelersNov 2019 to Mar 2020
- Outback SteakhouseMar 2018 to Dec 2020
- UnemployedJan 2001 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7536715
- Firm CRD
- 307477