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Heather Marie Quintero Dolce

Steward Partners Investment Advisory, LLC

Stamford, CT

Mullica Hill, NJ

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-03-18
  • NJ RA
    APPROVED
    Since 2024-03-18

Branch Locations

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Mullica Hill, NJ • 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
Wells Fargo Advisors Llc Philadelphia PA 08/2012 11/2016
Wells Fargo Clearing Services, Llc Philadelphia PA 11/2016 05/2022
Steward Partners Investment Solutions, Llc Mullica Hill NJ 03/2024 Present
Steward Partners Global Advisory, Llc Mullica Hill NJ 03/2024 Present
Steward Partners Investment Advisory, Llc Mullica Hill NJ 03/2024 Present
Unemployed Mullica Hill NJ 06/2022 03/2024
  • 08/2012 → 11/2016
    Wells Fargo Advisors Llc
    Philadelphia, PA
  • 11/2016 → 05/2022
    Wells Fargo Clearing Services, Llc
    Philadelphia, PA
  • 03/2024 → Present
    Steward Partners Investment Solutions, Llc
    Mullica Hill, NJ
  • 03/2024 → Present
    Steward Partners Global Advisory, Llc
    Mullica Hill, NJ
  • 03/2024 → Present
    Steward Partners Investment Advisory, Llc
    Mullica Hill, NJ
  • 06/2022 → 03/2024
    Unemployed
    Mullica Hill, NJ
Previous Registrations
  • 2012-09-10 → 2022-06-06
    Wells Fargo Clearing Services, Llc
    Philadelphia, PA
    Jenkintown, PA
    Philadelphia, PA
    Jenkintown, PA
    Media, PA
    Conshohocken, PA
    Conshohocken, PA
    Philadelphia, PA
    Marlton, NJ
    Marlton, NJ
    Philadelphia, PA
    Radnor, PA
Other Businesses

ELEVATE ENTERTAINMENT, NOT INV RELATED, NEW YORK, NY, BACKGROUND PERFORMER, START 3/12/2022, .5 HOURS PER MONTH, ZERO HOURS DURING TRADING, PARENTAL BACKGROUND IN FILMING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-08
S63 Uniform Securities Agent State Law Examination 2000-07-10
  • S65 Uniform Investment Adviser Law Examination
    2012-09-08
  • S63 Uniform Securities Agent State Law Examination
    2000-07-10
Other Names
  • Heather Marie Quintero
  • Heather M Quintero
  • Heather M Dolce

View on SEC IAPD

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PATRICK J MCSTAY
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Kristen Sue Clark

Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT

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