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Nancy A. Coenen

Quint Investments And Insurance

Wappingers Falls, NY

CRD 7347333

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Employer firm

Quint Investments And Insurance CRD 168463

$110M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Quint Investments And Insurance

210 New Hackensack Road, Wappingers Falls, NY 12590 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-04
  • NY RA
    APPROVED
    Since 2021-03-04

Branch Locations

210 New Hackensack Road, Wappingers Falls, NY 12590 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quint Wealth Management Poughkeepsie NY 10/2014 Present
Quint Investments And Insurance Poughkeepsie NY 10/2014 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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