Unclaimed Profile

Patrick Alan Lafley

QUADRANT CAPITAL GROUP LLC·CINCINNATI, Ohio

Series 65Clean record15 years registeredQUADRANT CAPITAL GROUP LLC

255 EAST FIFTH ST., CINCINNATI, OH 45202CRD# 5529414Firm CRD# 147253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Alan Lafley · CINCINNATI, OH

Registration

CRD #5529414 · QUADRANT CAPITAL GROUP LLC · 15 years registered

Brand Profile

Not yet started

Career History

CONSTELLATION WEALTH ADVISORS

Apr 2011 – present

CONSTELLATION WEALTH ADVISORS, LLC

Sep 2017 – May 2020

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 27, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUADRANT CAPITAL GROUP LLC

CRD 147253 · SEC 801-69216

AUM

$3.9B

Regulatory assets under management

Employees

2,231 client accounts

Services offered by QUADRANT CAPITAL GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at QUADRANT CAPITAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Alan Lafley offer?

Patrick Alan Lafley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Patrick Alan Lafley's credentials?

Patrick Alan Lafley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Alan Lafley located?

Patrick Alan Lafley is based in CINCINNATI, Ohio, working with QUADRANT CAPITAL GROUP LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Patrick Alan Lafley charge for services?

Patrick Alan Lafley's firm is compensated through percentage of aum, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUADRANT CAPITAL GROUP LLC?

QUADRANT CAPITAL GROUP LLC has approximately 31 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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