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Brian Christopher Cort

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania
Clean recordQUADRANT PRIVATE WEALTH MANAGEMENT, LLC
3850 SIERRA CIRCLE, CENTER VALLEY, PA 18034CRD# 4317157Firm CRD# 277044

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Christopher Cort · CENTER VALLEY, PA
Registration
CRD #4317157 · QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Christopher Cort is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with QUADRANT PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
Regulatory
SEC/IARD CRD# 4317157
Firm CRD# 277044
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Christopher Cort offer?
Brian Christopher Cort specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are Brian Christopher Cort's credentials?
Brian Christopher Cort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Christopher Cort located?
Brian Christopher Cort is based in CENTER VALLEY, Pennsylvania, working with QUADRANT PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.
How does Brian Christopher Cort charge for services?
Brian Christopher Cort's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUADRANT PRIVATE WEALTH MANAGEMENT, LLC?
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Kori Rij Lannon
CENTER VALLEY, PA
Herman Lubomir Rij
CENTER VALLEY, PA
Jason Brewer Cort
CENTER VALLEY, PA
Francis Edward Lawler
CENTER VALLEY, PA

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Research
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