Andrew Charles Quintois

Employer firm

Summit Wealth Group CRD 335242

$2.31B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 12/2016
  Student
  Millersville, PA
• 01/2017 → 08/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2017 → 08/2018
  Northwestern Mutual Investment Services Llc
  Lancaster, PA
• 10/2015 → 12/2016
  Millersville University Dining Services
  Millersville, PA
• 12/2016 → 04/2017
  Sheetz Inc
  Millersville, PA
• 09/2017 → 08/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2018 → 03/2019
  Securian Financial Services Inc.
  St. Paul, MN
• 08/2018 → 03/2019
  Legacy Planning Partners
  Allentown, PA
• 08/2016 → 05/2026
  Usa Hockey
  Lancaster, PA
• 04/2019 → 05/2026
  Sei Investments Distribution Co.
  Oaks, PA
• 04/2019 → 05/2026
  Sei Investments Management Corp.
  Oaks, PA
• 05/2026 → Present
  Summit Wealth Group
  Colorado Springs, CO

Previous Registrations

• 2019-05-08 → 2026-05-11
  Sei Investments Management Corp
  Pottstown, PA
  Oaks, PA
  Phoenixville, PA
• 2018-11-28 → 2019-03-19
  Securian Financial Services, Inc.
  Allentown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-17
• S63 Uniform Securities Agent State Law Examination
  2017-08-21

Other Names

• Andrew Charles Quintois
• Andrew C Quintois
• Andrew C Quintois