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3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-07 |
| PA | RA | APPROVED | 2020-03-09 |
Branch Locations
3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 08/1990 | 02/2020 |
| Bank Of America, N.A. | Allentown | PA | 12/2009 | 02/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2020 | 06/2024 |
| Quadrant Private Wealth | Bethlehem | PA | 02/2020 | 05/2024 |
| Quadrant Private Wealth | Center Valley | PA | 02/2020 | Present |
1. Quadrant Private Wealth Management, LLC 2. Yes 3. 3850 Sierra Circle Suite 300 Center Valley PA 18034 4. Investment Advisory 5. Financial Advisor 6. 2/24/2020 7. 200 hours/month 8. 200 hours during trading 9. Provide Financial Advice 2. Fixed Insurance. Not investment related. 3850 Sierra Circle Suite 300 Center Valley PA 18034. Insurance. Private Wealth Advisory. 02/2020. 10 hrs/month. All during trading hours. Insurance Planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-19 |
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