Peter A. Kitzerow

QUINCY WELLS ADVISORS

Monroe, NC

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CRD#: 1078020

Professional summary

Peter Alexander Kitzerow is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Monroe, North Carolina and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Peter has worked at 14 firms and has passed the Series 63, Series 65, Series 22TO, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Alexander Kitzerow's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 7, 2026 - Present

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Monroe, NC

Current

March 27, 2026 - Present

QUINCY WELLS CAPITAL, LLC

Office #1: 145 South Wells Ste 1301, Chicago, IL 60606

CRD#: 334163

CHICAGO, IL

Past

August 8, 2025 - March 26, 2026

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Pineville, NC

Past

December 24, 2024 - March 26, 2026

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

April 9, 2021 - July 31, 2025

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 126052

Charlotte, NC

Past

February 23, 2021 - August 8, 2025

MATSON MONEY, INC.

RIA

CRD#: 110425

MASON, OH

Past

August 22, 2015 - February 17, 2016

PROVIDENT WEALTH ADVISORS, LLC

RIA

CRD#: 157392

THE WOODLANDS, TX

Past

July 19, 2011 - August 11, 2025

FREE MARKET FINANCIAL, INC.

RIA

CRD#: 157692

MONROE, NC

Past

May 19, 2009 - July 22, 2011

SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.

RIA

CRD#: 146707

CORAL GABLES, FL

Past

March 10, 2009 - July 22, 2011

TRADEPRO SECURITIES, LLC.

CRD#: 103781

LAWRENCEVILLE, GA

Past

July 1, 2004 - August 21, 2007

TRADEPRO SECURITIES, LLC.

RIA

CRD#: 103781

CORAL GABLES, FL

Past

June 28, 2004 - August 21, 2007

TRADEPRO SECURITIES, LLC.

CRD#: 103781

LAWRENCEVILLE, GA

Past

March 10, 2003 - June 17, 2004

LPL FINANCIAL LLC

RIA

CRD#: 6413

BONITA SPRINGS, FL

Past

March 3, 2003 - June 17, 2004

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 27, 2003 - February 28, 2003

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BONITA SPRINGS, FL

Past

May 3, 1999 - February 28, 2003

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

September 1, 1989 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

March 19, 1984 - September 9, 1989

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

December 3, 1982 - April 9, 1984

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUINCY WELLS ADVISORS, LLC

GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA

Registered Investment Advisory firm - (3/16/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/21/2026)

Massachusetts
(4/28/2026)

North Carolina
(4/1/2026)

IAR

North Carolina
(5/7/2026)

South Carolina
(4/1/2026)

Texas
(3/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/13/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/7/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 22TO

Date: 12/9/2024

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 7

Date: 7/12/2001

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 5/4/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/2/1982

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

QUINCY WELLS ADVISORS, LLC

GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA

Registered Investment Advisory firm - (3/16/2020 Approved)

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Contact information

Main Address

145 South Wells, Ste 1301, Chicago, IL 60606

Mailing Address

9000 Keystone Crossing 7th Floor, Indianapoli, IN 46240

Phone number

(312) 356-4875

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREAT POINT ADVISORS FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 45,094,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter A. Kitzerow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Alexander Kitzerow's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUINCY WELLS ADVISORS, LLC

QUINCY WELLS CAPITAL, LLC

QUINCY WELLS ADVISORS, LLC

GREAT POINT CAPITAL LLC

FREEDOM INVESTMENT MANAGEMENT, INC.

MATSON MONEY, INC.

PROVIDENT WEALTH ADVISORS, LLC

FREE MARKET FINANCIAL, INC.

SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.

TRADEPRO SECURITIES, LLC.

TRADEPRO SECURITIES, LLC.

TRADEPRO SECURITIES, LLC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

QUINCY WELLS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/13/2024

Series 65

Date: 7/7/1999

Series 22TO

Date: 12/9/2024

Series 7

Date: 7/12/2001

Series 22

Date: 5/4/1984

Series 6

Date: 12/2/1982

FINRA

Current Firm

QUINCY WELLS ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUINCY WELLS ADVISORS, LLC

TRUST BUT VERIFY

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