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Stuart Patterson Quint

Ambassador Wealth Management, LLC

Vancouver, WA

CRD 2186699

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Employer firm

Ambassador Wealth Management, LLC CRD 167064

$89.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Ambassador Wealth Management, Llc

7720 Ne Vancouver Mall Drive Suite 100, Vancouver, WA 98662-7918 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-03-08
  • WA RA
    APPROVED
    Since 2018-03-08

Branch Locations

7720 Ne Vancouver Mall Drive Suite 100, Vancouver, WA 98662-7918 • 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
Brinker Capital Berwyn PA 03/2010 09/2016
Ambassador Wealth Management Vancouver WA 04/2017 Present
Self Battle Ground WA 10/2016 03/2017
  • 03/2010 → 09/2016
    Brinker Capital
    Berwyn, PA
  • 04/2017 → Present
    Ambassador Wealth Management
    Vancouver, WA
  • 10/2016 → 03/2017
    Self
    Battle Ground, WA
Previous Registrations
  • 2010-03-23 → 2016-09-01
    Brinker Capital Inc
    Berwyn, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-12-18
  • S63 Uniform Securities Agent State Law Examination
    1991-12-18
Designations
  • Chartered Financial Analyst
Other Names
  • Stuart Patterson Quint

View on SEC IAPD

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