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Kori Rij Lannon

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania
SIE, Series 7, Series 66Clean record18 years registeredQUADRANT PRIVATE WEALTH MANAGEMENT, LLC
3850 SIERRA CIRCLE, CENTER VALLEY, PA 18034CRD# 5410863Firm CRD# 277044

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kori Rij Lannon · CENTER VALLEY, PA
Registration
CRD #5410863 · QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Aug 2015 – present
QUADRANT PRIVATE WEALTH, LLC
May 2014 – Aug 2015
BETHLEHEM, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mar 2008 – May 2014
BETHLEHEM, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 10, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CRD 277044 · SEC 801-106484
AUM
$1.6B
Regulatory assets under management
Employees
16
2,628 client accounts
Services offered by QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kori Rij Lannon offer?
Kori Rij Lannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are Kori Rij Lannon's credentials?
Kori Rij Lannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kori Rij Lannon located?
Kori Rij Lannon 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 Kori Rij Lannon charge for services?
Kori Rij Lannon'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

Brian Christopher Cort
CENTER VALLEY, PA
CFPChFC
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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