Unclaimed Profile

Patrick Alan Lafley

QUADRANT CAPITAL GROUP LLC·CINCINNATI, Ohio

Clean recordQUADRANT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Alan Lafley is a registered financial advisor based in CINCINNATI, Ohio, affiliated with QUADRANT CAPITAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

QUADRANT CAPITAL GROUP LLC

CONSTELLATION WEALTH ADVISORS

AUM

$3.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at QUADRANT CAPITAL GROUP LLC →

Services

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

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5529414

Firm CRD# 147253

View on FINRA BrokerCheck →

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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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