Andrei Voicu
Advisor at Quattro Advisors L.L.C. — Pittsburgh, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
22 years
Location
Pittsburgh, PA 15201
Quattro Advisors L.L.C.
Team
Total advisors
5Clients per advisor
78 HighAvg AUM per client
$894,177 TypicalHNW client ratio
50% HighAndrei Voicu is a CFP® with 22 years of industry experience, currently serving at Quattro Advisors L.L.C. since 2016. His prior roles include positions at Coury Investment Advisors, LPL Financial, and Fragasso Wealth Advisors. Quattro Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, and family office services primarily to high-net-worth individuals, corporate executives, trusts, small businesses, and pooled investment clients. The firm customizes portfolios to align with client objectives and risk tolerance, utilizing a diversified mix of equities, fixed income, real estate, and private investments, and sponsors proprietary privately offered pooled funds with affiliations to several general partners.
Based on Quattro Advisors L.L.C.
Based on Quattro Advisors L.L.C.
Certain clients may have flat annual fee arrangements depending on amount invested
0.20% to 1.5% per annum (tiered fee schedule, exact tiers not specified)
Standard hourly billing rates for Financial Advisory Services, fees subject to negotiation
Pittsburgh, PA
3495 Butler Street, Suite 100
Pittsburgh PA 15201
Advisors at this office
5
Pennsylvania
22 years of industry experience
Quattro Advisors, LLC
2016 - Present • 10 years
Pittsburgh, PA
Coury Investment Advisors, Inc.
2015 - 2016 • 1 year
Pittsburgh, PA
LPL Financial
2010 - 2015 • 5 years
Pittsburgh, PA
Fragasso Wealth Advisors
2002 - 2015 • 13 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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