Wayne Quint, financial advisor Wappingers Falls NY

Wayne Quint

CRD Number: 4024460
Current Firm: Quint Investments And Insurance

Wayne Quint (CRD# 4024460) is an Investment Advisor Representative working at Quint Investments And Insurance in Wappingers Falls, NY and has over 23 years of experience in the finance industry. Wayne Quint has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Quint Investments And Insurance Poughkeepsie, NY Sep 2013 - Current 10
Quint Wealth Management, Inc. Poughkeepsie, NY Sep 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Wayne R. Quint
Phone Number: 845-345-3628
Firm Website: https://www.quintii.com
Registered State(s):
  • CT
  • NY
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $165,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, NY

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