Stephen Paul Haskell
Professional Summary
Stephen Paul Haskell is a registered financial advisor currently at QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois. Stephen is registered as a RR (Registered Representative) and started their career in finance in 2017. Stephen has worked at 6 firms and has passed the Series 63, SIE and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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WILLIAM BLAIR
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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WILLIAM BLAIR
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Current Firm
QUINCY WELLS CAPITAL, LLC
Contact Information
Main Address
145 South Wells Ste 1301, Chicago, IL 60606Mailing Address
145 South Wells Ste 1301, Chicago, IL 60606Phone Number
(312) 356-4871Established
Delaware since 06/24/2024Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
COUNTRY CAPITAL MANAGEMENT COMPANY
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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WILLIAM BLAIR
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UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
(6/8/2026)
(6/17/2026)
(6/19/2026)
(6/9/2026)
(6/11/2026)
(6/9/2026)
(6/10/2026)
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(6/9/2026)
(6/10/2026)
(6/8/2026)
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(6/26/2026)
(6/9/2026)
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(6/15/2026)
(6/12/2026)
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(6/12/2026)
(6/8/2026)
(6/9/2026)
(6/10/2026)
(6/16/2026)
(6/9/2026)
(6/10/2026)
(6/10/2026)
(6/12/2026)
(6/10/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 2017About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Stephen Paul Haskell's CRS (Customer Relationship Summary).
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