Andrew C. Quintois
Professional summary
Andrew Charles Quintois, who also goes by Andrew C Quintois I, Andrew C Quintois, Andrew Charles Quintois I, is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Pottstown, Pennsylvania.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Charles Quintois's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2026 - Present
SUMMIT WEALTH GROUP
May 8, 2019 - May 11, 2026
SEI INVESTMENTS MANAGEMENT CORP
May 8, 2019 - May 11, 2026
SEI INVESTMENTS DISTRIBUTION CO.
November 28, 2018 - March 19, 2019
SECURIAN FINANCIAL SERVICES, INC.
August 23, 2018 - March 19, 2019
SECURIAN FINANCIAL SERVICES, INC.
June 19, 2017 - August 15, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
SUMMIT WEALTH GROUP
CRD#: 335242 / SEC#: 801-132262
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2026)
Exams
Current Firm
SUMMIT WEALTH GROUP
CRD#: 335242 / SEC#: 801-132262
Contact information
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,911 |
| AUM (Assets Under Management) | $ 1,353,760,295 |
Red Flags
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