Nancy Coenen has been an investment adviser representative at Quint Wealth Management since March 2021, and is not listed among the firm’s executive officers or direct owners. Nancy Coenen studied BFA at SUNY at Purchase. Nancy Coenen studied Financial planning certification at New York University.
Quint Wealth Management, Inc. is a Wappingers Falls, NY firm with $110M under management, 412 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Nancy A. Coenen is with Quint Wealth Management, Inc.. She has been a financial planning practitioner since 1998, following a 20 year career as a professional dancer in New York City. She specializes in individual financial planning that includes retirement planning, estate planning and portfolio management.
- – present · 5 yearsWappingers Falls, NY · Adviser representative · Firm CRD 168463
Professional designations
Listed by Quint Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nancy Coenen is registered as an investment adviser representative in New York, since March 2021.
- New YorkSince 4 March 2021
Examinations
No examinations are on Nancy Coenen’s record.
- Full name
- Nancy A. Coenen
- CRD
- 7347333
- Firm
- Quint Wealth Management · CRD 168463
- Office
- 210 NEW HACKENSACK ROAD, Wappingers Falls, NY 12590
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- quintii.com
Where does Nancy Coenen work?
Nancy Coenen is an investment adviser representative registered through Quint Wealth Management, Inc. since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Nancy Coenen a financial advisor?
Yes. Nancy Coenen has a current investment-adviser registration in New York, through Quint Wealth Management since March 2021.
How many years of experience does Nancy Coenen have?
Nancy Coenen has 5 years in the financial industry, since March 2021, across 1 adviser firm.
Where is Nancy Coenen based?
Nancy Coenen’s registered office is in Wappingers Falls, NY.
Is Nancy Coenen registered with FINRA?
No. Nancy Coenen has no current broker registration.
Is Nancy Coenen a CFP?
Quint Wealth Management lists Nancy Coenen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nancy Coenen’s record?
Search CRD 7347333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nancy Coenen’s full registration record.
