Lisa Lynne Quadrini

Employer firm

Brandywine Oak Private Wealth LLC CRD 297021

$1.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Charleston, SC
• 02/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Charleston, SC
• 04/2021 → Present
  Brandywine Oak Private Wealth Llc
  Kiawah Island, NC

Previous Registrations

• 2016-02-26 → 2021-04-15
  Wells Fargo Clearing Services, Llc
  Greenville, DE
  Greenville, DE
  Charleston, SC
• 2008-09-30 → 2016-03-07
  Ubs Financial Services Inc.
  Greenville, DE
  Kiawah Island, SC
• 2001-05-23 → 2008-10-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
  Wilmington, DE

Other Businesses

TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; FAYETTEVILLE, NY; START DATE 2/15/2008; 2 HRS PER MONTH; 0 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-18
• S63 Uniform Securities Agent State Law Examination
  1998-09-14

Designations

• Certified Financial Planner

Other Names

• Lisa Lynne Quardrini
• Lisa L Quadrini
• Lisa Quadrini Willenborg