Don A. Linzer

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CRD#: 4420125

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Don Alan Linzer, CFP® was a registered financial professional .

Don is a previously registered financial professional and started their career in finance in 2001. Don had worked at 7 firms and has passed the Series 66, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

(1) NATIONAL ATLANTIC BROKERAGE (FORMERLY MIAMI LIFE); 603 STANWIX ST STE 1750, PITTSBURGH, PA 15222; HTTPS://WWW.305LIFE.COM; FEE FOR SERVICE BPS ON ASSET MANAGED, INSURANCE COMISSIONS; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) DON ALAN LINZER, ESQ.; 1208 MURRAYHILL AVENUE PITTSBURGH, PA 15217; LEGAL AND CONSULTING PRACTICE - ESTATE PLANNING/GENERAL PRACTICE; SOLE PRACTITIONER; COMPENSATION IN THE FORM OF HOURLY RATES; 10-12 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Past

September 25, 2023 - August 9, 2024

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Pittsburgh, PA

Past

July 28, 2023 - August 9, 2024

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

January 11, 2022 - July 31, 2023

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

PITTSBURGH, PA

Past

January 11, 2022 - July 31, 2023

REALTA EQUITIES, INC.

CRD#: 23769

WILMINGTON, DE

Past

June 29, 2005 - January 7, 2022

SCHNEIDER DOWNS CORPORATE FINANCE, LP

CRD#: 133841

PITTSBURGH, PA

Past

January 6, 2004 - August 16, 2021

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

RIA

CRD#: 128591

PITTSBURGH, PA

Past

August 23, 2001 - November 25, 2003

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 66

Date: 8/24/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/2005

General Securities Principal Examination

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

200 W. Jackson Blvd. #1000, 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 (22 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

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

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Advisor Monitoring

Firm Stability Insights

Don A. Linzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GREAT POINT CAPITAL LLC

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

SCHNEIDER DOWNS CORPORATE FINANCE, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

AMERICAN GENERAL SECURITIES INCORPORATED

Primary Firm SEC Registration

QUINCY WELLS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2001

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2001

Series 24

Date: 1/24/2005

Current Firm

QUINCY WELLS ADVISORS, LLC

Contact information

SEC notice filing (22 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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