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Brenna Reid Winters

Quincy Wells Advisors, LLC

Chicago, IL

Scottsdale, AZ

CRD 7536715

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Employer firm

Quincy Wells Advisors, LLC CRD 307477

$87.3M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Quincy Wells Advisors, Llc

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-13
  • AZ RA
    APPROVED
    Since 2026-01-13

Branch Locations

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Scottsdale, AZ • 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
Caliber Companies Scottsdale AZ 11/2021 08/2024
Architectural Surfaces Scottsdale AZ 08/2021 11/2021
Mgo Realty Advisors Lake Oswego OR 01/2021 08/2021
Perlo Construction Tualatin OR 03/2020 12/2020
Larog Brothers Jewelers Tigard OR 11/2019 03/2020
Outback Steakhouse Tualatin OR 03/2018 12/2020
Unemployed Tualatin OR 01/2001 03/2018
Great Point Capital, Llc Chicago IL 10/2024 04/2026
Quincy Wells Advisors, Llc Chicago IL 10/2025 Present
Quincy Wells Capital, Llc Scottsdale AZ 04/2026 Present
  • 11/2021 → 08/2024
    Caliber Companies
    Scottsdale, AZ
  • 08/2021 → 11/2021
    Architectural Surfaces
    Scottsdale, AZ
  • 01/2021 → 08/2021
    Mgo Realty Advisors
    Lake Oswego, OR
  • 03/2020 → 12/2020
    Perlo Construction
    Tualatin, OR
  • 11/2019 → 03/2020
    Larog Brothers Jewelers
    Tigard, OR
  • 03/2018 → 12/2020
    Outback Steakhouse
    Tualatin, OR
  • 01/2001 → 03/2018
    Unemployed
    Tualatin, OR
  • 10/2024 → 04/2026
    Great Point Capital, Llc
    Chicago, IL
  • 10/2025 → Present
    Chicago, IL
  • 04/2026 → Present
    Quincy Wells Capital, Llc
    Scottsdale, AZ
Previous Registrations
Other Businesses

Brenna Winters is a real estate agent at Citywide Reality. The address of Citywide Reality is 1645 E Missouri Ave, Unit 230; Phoenix, AZ 85016 . The start date is 5/2026. Brenna is not an active realtor. Citywide acts as a conduit to hang her real estate license for the time being.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
S63 Uniform Securities Agent State Law Examination 2022-10-28
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12
  • S63 Uniform Securities Agent State Law Examination
    2022-10-28

View on SEC IAPD

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