Stuart Patterson Quint
Professional Summary
Stuart Patterson Quint, who also goes by Stuart Patterson Quint III, is a registered financial advisor currently at AMBASSADOR WEALTH MANAGEMENT, LLC located in Vancouver, Washington. Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Stuart has worked at 3 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stuart Patterson Quint Iii
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
AMBASSADOR FINANCIAL CONSULTANTS, LLC | AMBASSADOR WEALTH PARTNERS | AMBASSADOR WEALTH MANAGEMENT, LLC | AMBASSADOR WEALTH MANAGEMENT
Contact Information
Main Address
7720 Ne Vancouver Mall Drive Suite 100, Vancouver, WA 98662-7918Phone Number
(360) 314-6323# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
134AUM (Assets Under Management)
$89,935,816Similar Advisors
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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.
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State Registrations and Notice Filings
(3/8/2018)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stuart Patterson Quint's CRS (Customer Relationship Summary).
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