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DM

David E. Messing

QUINCY WELLS ADVISORS
Torrance, CA
Some features on this profile are disabled
CRD#: 6572651
DM

Professional summary

David Edward Messing, who also goes by David Edward Messing, David Messing, is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Torrance, California and GREAT POINT CAPITAL LLC located in Chicago, Illinois.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. David has worked at 5 firms and has passed the Series 66, SIE, Series 57 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Edward Messing | David Messing

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 David Edward Messing'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

January 23, 2025 - Present

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
Torrance, CA
Current

September 12, 2024 - Present

GREAT POINT CAPITAL LLC

Office #1: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606Office #2: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606
BD
CRD#: 114203
Chicago, IL
Past

August 5, 2020 - December 6, 2022

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

August 1, 2019 - August 25, 2020

BRIGHT TRADING, LLC

BD
CRD#: 34702
HENDERSON, NV
Past

January 1, 2017 - October 23, 2017

HOLD BROTHERS CAPITAL LLC

BD
CRD#: 151864
NEW YORK, NY
Past

November 17, 2015 - February 2, 2016

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Tysons Corner, VA

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".
QW
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.
RR
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

RR
California
(10/21/2024)
IAR
California
(1/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 57
Date: 12/30/2016
Securities Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 11/17/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

QW
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
22

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts149
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.

Company Information

QUINCY WELLS ADVISORS, LLC

CRD#: 307477Torrance, CA

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