Quadrant Private Wealth Management, LLC logo

Quadrant Private Wealth Management, LLC

Updated today

Client AUM

$2,083,047,637

Clients

875

Advisors

13

across 3 offices

About

Quadrant Private Wealth Management provides financial planning, investment management and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations and employee benefit plans. The firm manages both discretionary and non‑discretionary portfolios and reported approximately $2.1 billion in assets under management as of December 31, 2025.

The firm’s investment process is largely top‑down, combining fundamental and technical analysis with an emphasis on risk management, and implements allocations across mutual funds, ETFs, individual equities and fixed income, external managers, and alternative investments. Quadrant offers a proprietary Quadrant Enhanced Equity Strategy that purchases individual equities and generates income primarily by writing options (typically puts), and it may recommend structured notes, private placements and other non‑standard instruments where appropriate.

Quadrant is an indirect, wholly owned subsidiary of Focus Financial Partners and maintains operational and referral relationships with multiple affiliates that extend beyond typical wealth managers — for example, an in‑house insurance affiliate (Quadrant Insurance Wealth Structuring, LLC), introductions to Focus Risk Solutions and UPTIQ/Focus Treasury & Credit Solutions for insurance, credit and cash management solutions, and supervised persons who are registered representatives of Purshe Kaplan Sterling. Those affiliations include subadvisory arrangements with Focus partner firms and disclosed revenue‑sharing and referral arrangements, which result in third‑party product introductions and compensation streams that clients should consider when evaluating the firm.

Client services

Financial planning Portfolio management Selection of other advisers
Credit and cash management solutions and insurance solutions

Expertise

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning services, negotiated per engagement

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.8% $6,000,001+: 0.6%

Commissions

Commissions and 12b-1 trails on sales of 529 plans and annuities by certain supervised persons registered as broker-dealers

Project-based

Hourly rates range from $250 up to $1,000 per hour for financial planning and consulting services

Other

Fee-only: Fixed fees and hourly fees ranging $250 to $1,000 per hour; financial planning may be fixed or hourly based

Main office

See office

3850 Sierra Circle, Ste 300

Center Valley PA 18034

Advisors at this office

11

Most active in

California · Colorado · Connecticut · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · Wisconsin

Also doing business as

Quadrant Capital LLC · Quadrant Private Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas H

Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Thomas Hanvey is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Quadrant Capital and Saucon Valley Country Club. Outside of his advisory role, he is involved with DUBCMEDIA, LLC, a social media marketing company. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, employing a top-down investment approach focused on risk management and offering a proprietary enhanced equity strategy.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Francis L

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Francis Lawler III is a financial advisor at Quadrant Private Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Quadrant since 2017. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment process with an emphasis on risk management and offers a proprietary equity strategy that generates income primarily through writing options.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Herman R

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Herman Rij is a financial advisor at Quadrant Private Wealth Management, LLC, with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quadrant since 2014, following a decade at Purshe Kaplan Sterling Investments. He serves as an advisory board member to the Diocese of Allentown and is a board member of Friends of the Bethlehem Mounted Police. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment process combining fundamental and technical analysis with an emphasis on risk management, managing approximately $2.1 billion in assets as of December 31, 2025.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Conor Z

CFP®, Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Conor Zellner is a CFP® with four years of industry experience, currently serving as a financial advisor at Quadrant Private Wealth Management, LLC since 2022. His prior work history includes roles at Choice Logistics, M2 Strategy, Arbee Associates, The Vanguard Group, and Elon University. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and offers various strategies including a proprietary enhanced equity strategy.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Mark C

CFP®

Center Valley, PA

Quadrant Private Wealth Management, LLC

Mark Cecchini is a CFP® professional with six years of experience in financial advising. He currently works at Quadrant Private Wealth Management, LLC and has previously held roles at firms including Compound Planning, Rockwood Wealth Management, Catalyst Wealth Advisors, Facet Wealth, Aspiriant LLC, and Sullivan, Bruyette, Speros & Blayney, LLC. Outside of his advisory work, he serves as an adjunct instructor at UCLA Extension’s Personal Financial Planning Program, where he teaches and develops course content. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach emphasizing risk management, tailoring portfolios to client risk tolerances and time horizons, and incorporates proprietary strategies alongside external managers and alternative investments.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brian C

CFP®, ChFC®, Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Brian Cort is a CFP® and ChFC® with 25 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has been employed since 2015, including prior service at Purshe Kaplan Sterling Investments, Inc. He serves as a partner advisor at Quadrant Private Wealth Management. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to a broad client base including individuals, families, trusts, and organizations. The firm manages approximately $2.1 billion in assets and utilizes a top-down investment approach emphasizing risk management across a variety of asset classes and strategies.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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David D

Series 63, Series 65

Sarasota, FL

Quadrant Private Wealth Management, LLC

David Decker Jr. is a financial advisor with Quadrant Private Wealth Management, LLC in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also involved in insurance planning through a fixed insurance activity. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, families, trusts, estates, corporations, and retirement plans, employing a top-down investment approach with an emphasis on risk management.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kori L

Series 66

Center Valley, PA

Quadrant Private Wealth Management, LLC

Kori Lannon is a financial advisor with Quadrant Private Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Quadrant Private Wealth Management since 2015 and previously was affiliated with Purshe Kaplan Sterling Investments, Inc. from 2014 to 2026. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $2.1 billion in assets and employs a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Paul F

CFP®, Series 66

Center Valley, PA

Quadrant Private Wealth Management, LLC

Paul Francis is a CFP® professional with 13 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has worked since 2020. His previous roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm applies a top-down investment process that emphasizes risk management and employs a variety of asset classes, including a proprietary enhanced equity strategy and alternative investments.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Dante P

Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Dante Perri is a financial advisor at Quadrant Private Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Quadrant, he worked at Spire Capital and has held positions at Lehigh University, Guthrie Glass, and The Haverford School. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Scott K

Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Scott Kuna is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Quadrant Capital and Quadrant Private Wealth, as well as in freelance roles and at Saucon Valley Country Club. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and manages both discretionary and non-discretionary portfolios.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Jason C

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Jason Cort is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill from 2000 to 2014 and at Purshe Kaplan Sterling Investments from 2014 to 2026 before joining Quadrant Private Wealth Management. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm manages discretionary and non-discretionary portfolios totaling approximately $2.1 billion in assets under management as of December 31, 2025, using a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Jonathan M

Series 65, Series 66

Bethlehem, PA

Quadrant Private Wealth Management, LLC

Jonathan Mack is a financial advisor at Quadrant Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill for 10 years. Outside of his advisory role, he serves as a PIAA basketball official referee. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting for individuals, families, trusts, charitable organizations, corporations, and employee benefit plans, managing approximately $2.1 billion in assets as of the end of 2025. The firm employs a top-down investment approach focused on risk management and offers a proprietary equity strategy alongside a range of traditional and alternative investments.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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