Claim Profile
WQ

Whitney Staples Quillen

STAGE POINT CAPITAL, LLC·HAVERFORD, Pennsylvania
Unclaimed Profile
2 BOOTH LANE, HAVERFORD, PA 19041CRD# 1986672Firm CRD# 306109
01

About

Whitney Staples Quillen is a registered financial advisor based in HAVERFORD, Pennsylvania, affiliated with STAGE POINT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
STAGE POINT CAPITAL, LLC
STAGE POINT CAPITAL, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 1986672
Firm CRD# 306109
View on FINRA BrokerCheck →

Looking for a financial advisor in HAVERFORD?

Browse all registered financial advisors in HAVERFORD, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Whitney Staples Quillen offer?
Whitney Staples Quillen is a registered financial advisor in HAVERFORD, Pennsylvania. Contact their office for details on services offered.
What are Whitney Staples Quillen's credentials?
Whitney Staples Quillen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Whitney Staples Quillen located?
Whitney Staples Quillen is based in HAVERFORD, Pennsylvania, working with STAGE POINT CAPITAL, LLC. Their office serves clients in the HAVERFORD metropolitan area and surrounding communities.
How large is STAGE POINT CAPITAL, LLC?
STAGE POINT CAPITAL, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty