Quadrant Private Wealth Management, LLC

Quadrant Private Wealth Management, LLC (CRD# 277044) is a financial advisory firm headquartered in Bethlehem, PA. They manage $537,701,300 in 1,612 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    538
    MILLION
  • Total Number of Accounts
    1,612
    ACCOUNTS
  • Average Account Value
    $333,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MD, NC, NH, NJ, NY, PA, TX

Financial Advisors at Quadrant Private Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian C. Cort
CRD#: 4317157
1 West Broad Street, 11th Floor, Bethlehem, PA 18018
96
Wealthminder
score

Brian Cort (CRD# 4317157) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 16 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.

2
Kori R. Lannon
CRD#: 5410863
1 West Broad Street, 11th Floor, Bethlehem, PA 18018
93
Wealthminder
score

Kori Lannon (CRD# 5410863) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 9 years of experience in the finance industry.

3
Jason B. Cort
CRD#: 2634908
1 West Broad Street, 11th Floor, Bethlehem, PA 18018
83
Wealthminder
score

Jason Cort (CRD# 2634908) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 22 years of experience in the finance industry.

4
Herman L. Rij
CRD#: 376692
1 West Broad Street, 11th Floor, Bethlehem, PA 18018
83
Wealthminder
score

Herman Rij (CRD# 376692) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 36 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.