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Quadrant Private Wealth Management, LLC

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Client assets under management

$2,083,047,637

Clients

875

45% high-net worth

Advisors

12

of 19 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

73

High

Average account size

$2,380,626

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

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 location

Quadrant Private Wealth Management, LLC

3850 Sierra Circle, Ste 300

Center Valley PA 18034, United States

Number of offices

1

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

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 one year of industry experience. He holds a Series 65 designation and previously worked at Saucon Valley Country Club. Outside of advising, he is involved with DUBCMEDIA, LLC, a social media marketing company. 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 approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.

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 is a financial advisor at Quadrant Private Wealth Management, LLC with eight years of industry experience. He has been with Quadrant since 2017 and previously worked at Preferred Sands from 2012 to 2016. Lawler holds Series 63 and Series 65 licenses. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down approach that combines fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.

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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Herman R

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Herman Rij is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Quadrant since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. for ten years. Outside of his advisory role, he serves on the advisory board for the Diocese of Allentown and is a board member of Friends of the Bethlehem Mounted Police. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach emphasizing risk management and utilizes proprietary strategies, external managers, and alternative investments tailored to client risk tolerances and time horizons.

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® professional with three years of industry experience, currently serving at Quadrant Private Wealth Management, LLC. His prior work experience includes roles at Choice Logistics, M2 Strategy, and The Vanguard Group, Inc. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.

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 financial advisor at Quadrant Private Wealth Management, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Quadrant since 2015, as well as at Purshe Kaplan Sterling Investments, Inc. since 2014. 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 approach combining fundamental and technical analysis with an emphasis on risk management and offers a range of planning services including tax, estate, insurance, and cash-flow planning.

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 at Quadrant Private Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Quadrant since 2015, as well as at Purshe Kaplan Sterling Investments, Inc. since 2014. 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 combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.

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® and Series 66-licensed advisor with 12 years of industry experience. He has worked at Quadrant Private Wealth Management since 2020, following roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to client risk tolerances and time horizons.

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 one year of industry experience. He holds the Series 65 designation and previously worked as a freelancer and at Saucon Valley Country Club. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.

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 30 years of industry experience. He has been with Quadrant since 2014 and also maintains a role with Purshe Kaplan Sterling Investments. 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 approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to client risk tolerances and time horizons.

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 with Quadrant Private Wealth Management, LLC, holding Series 65 and Series 66 licenses and having 17 years of industry experience. He has been with Quadrant since 2014. Outside of his advisory role, he serves as a basketball official referee. Quadrant Private Wealth Management provides financial planning, consulting, and investment management services to individuals, families, trusts, estates, corporations, and retirement plans, utilizing a top-down investment approach that emphasizes risk management and portfolio customization.

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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