Brian Cort (CRD# 4317157) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 23 years of experience in the finance industry. Brian Cort has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quadrant Private Wealth Management, LLC | Bethlehem, PA | Jul 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2014 - Current | 9 |
| Quadrant Private Wealth, LLC | Bethlehem, PA | May 2014 - Jul 2015 | 1 |
| Merrill Lynch Pierce Fenner & Smith Inc. | Allentown, PA | Dec 2002 - May 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- PA
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Total Assets Under Management1,625MILLIONS
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Total Number of Accounts2,628ACCOUNTS
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Average Account Value$618,396
- A percentage of assets under your management
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CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA, WI
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