Stuart P. Quint

AMBASSADOR WEALTH MANAGEMENT

Vancouver, WA 98662-7918

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CRD#: 2186699

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stuart Patterson Quint Iii

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 Stuart Patterson Quint's 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

March 8, 2018 - Present

AMBASSADOR WEALTH MANAGEMENT, LLC

Office #1: 7720 Ne Vancouver Mall Drive Suite 100, Vancouver, WA 98662-7918

RIA

CRD#: 167064

Vancouver, WA

Past

March 23, 2010 - September 1, 2016

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

November 18, 1991 - June 11, 1993

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

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.

Highlighted states indicate IAR registrations

IAR

Washington
(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

State Security Law Exam

Series 63

Date: 12/18/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1991

General Securities Representative Examination

Current Firm

AMBASSADOR WEALTH MANAGEMENT, LLC

AMBASSADOR FINANCIAL CONSULTANTS, LLC | AMBASSADOR WEALTH PARTNERS | AMBASSADOR WEALTH MANAGEMENT, LLC | AMBASSADOR WEALTH MANAGEMENT

CRD#: 167064 / SEC#:

California

Registered Investment Advisory firm - (5/15/2013 Approved)

Oregon

Registered Investment Advisory firm - (5/10/2013 Approved)

Washington

Registered Investment Advisory firm - (5/8/2013 Approved)

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Contact information

Main Address

7720 Ne Vancouver Mall Drive Suite 100, Vancouver, WA 98662-7918

Mailing Address

Phone number

(360) 314-6323

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	218
AUM (Assets Under Management)	$ 67,384,815

Red Flags

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

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Firm Stability Insights

Stuart P. Quint

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Patterson Quint's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMBASSADOR WEALTH MANAGEMENT, LLC

BRINKER CAPITAL INC

SANFORD C. BERNSTEIN & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/18/1991

Series 7

Date: 11/15/1991

Current Firm

AMBASSADOR WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMBASSADOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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