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Conor James Zellner

Quadrant Private Wealth Management, LLC

Center Valley, PA

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Current Employers
Quadrant Private Wealth Management, Llc

3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-01
  • PA RA
    APPROVED
    Since 2022-07-01

Branch Locations

3850 Sierra Circle Ste 300, Center Valley, PA 18034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 09/2017 11/2017
Elon University Elon NC 08/2016 06/2017
Choice Logistics Wayne PA 08/2020 02/2022
M2 Strategy Mclean VA 04/2019 08/2020
Arbee Associates Gaithersburg MD 02/2018 04/2019
Unemployed Coopersburg PA 11/2017 02/2018
Unemployed Coopersburg PA 05/2017 09/2017
Quadrant Private Wealth Management, Llc Center Valley PA 02/2022 Present
  • 09/2017 → 11/2017
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2016 → 06/2017
    Elon University
    Elon, NC
  • 08/2020 → 02/2022
    Choice Logistics
    Wayne, PA
  • 04/2019 → 08/2020
    M2 Strategy
    Mclean, VA
  • 02/2018 → 04/2019
    Arbee Associates
    Gaithersburg, MD
  • 11/2017 → 02/2018
    Unemployed
    Coopersburg, PA
  • 05/2017 → 09/2017
    Unemployed
    Coopersburg, PA
  • 02/2022 → Present
    Quadrant Private Wealth Management, Llc
    Center Valley, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
S63 Uniform Securities Agent State Law Examination 2017-11-03
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2017-11-03
Designations
Other Names
  • Conor Zellner

View on SEC IAPD

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