William Rizzo, financial advisor Chadds Ford PA
81 score

William Rizzo

CRD Number: 1988362
Current Firm: Quantum Strategies

William Rizzo (CRD# 1988362) is an Investment Advisor Representative working at Quantum Strategies in Chadds Ford, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Quantum Strategies, LLC Chadds Ford, PA Apr 2015 - Current 1
Metlife Securities Plymouth Meeting, PA May 2014 - Apr 2015 < 1
Unemployed Chadds Ford, PA Dec 2013 - Apr 2014 < 1
Triad Advisors Norcross, GA Nov 2010 - Dec 2013 3
Davidson Trust Co Devon, PA Mar 2010 - Mar 2012 2
Unemployed Chadds Ford, PA Dec 2008 - Mar 2010 1
Dupont Capital Management Marketing Corporation Wilmington, DE Jun 2007 - Nov 2008 1
Dupont Capital Management Corp. Wilmington, DE Apr 2007 - Nov 2008 1
Unemployed Chadds Ford, PA Dec 2006 - Mar 2007 < 1
Pitcairn Investment Group Jenkintown, PA Jul 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Nov 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William J. Rizzo
Phone Number: 610-624-1770
Firm Website: http://www.qs2500.com
Registered State(s):
  • NJ
  • PA
Current Firm Details
Quantum Strategies
Firm's CRD Number: 226572
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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