Quintin Patrick Sharpe
Investment Adviser Representative at Savvy
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Quintin Patrick Sharpe is an investment adviser representative with Savvy in Fontana, WI, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Northwestern Mutual Investment Services,llc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of Wisconsin WhitewaterMay 2016 – May 2022Whitewater, WI
- Goldstein AdvisorsNov 2017 – Nov 2024Madison, WI
- UnemployedNov 2024 – Feb 2025Fontana, WI
- Ameriprise Financial Services IncNov 2017 – Oct 2019Middleton, WI
- Kestra Investment ServicesNov 2022 – Nov 2024Austin, TX
- Securities America IncOct 2019 – Nov 2022Middleton, WI
- Northwestern Mutual Life Insurance CompanyFeb 2025 – Sep 2025Milwaukee, WI
- Northwestern Mutual Investment Services LLCJul 2025 – Sep 2025Waukesha, WI
- Northwestern Mutual Wealth Management CompanySep 2025 – Sep 2025Milwaukee, WI
- SavvyOct 2025 – no end date reportedFontana, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savvy
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial planning, personalized investment management, and a digital dashboard for tracking investments, net worth, and progress toward financial goals, delivered by dedicated financial advisors backed by technology
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-123656
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Savvy
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Quintin Patrick Sharpe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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