Brian
Quaranta

Foundations Investment Advisors LLC

CRD#4223963
Investment Advisor
in Zelienople, PA

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About this Advisor

Brian Quaranta is a financial advisor working out of Zelienople, Pennsylvania who has 4 years of relevant experience. Quaranta is currently employed by Foundations Investment Advisors LLC. Their career trajectory has included roles at Foundation Investment Advisors, LLC and Secure Money Advisors. Quaranta maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Ohio and Pennsylvania. Foundations Investment Advisors LLC is a registered investment firm operating out of Phoenix, AZ. The company has offices in 85 locations and a total of 229 people on staff. It controls $4 billion in assets across its 34,273 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 34,273 customer accounts, 15% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees vary depending on which services are provided. However, fees billed by Foundations Investment Advisors LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

504 S. Main Street
Zelienople, PA 16063

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$3,760,076,801

PA Average: $1,555,372,352
Total Number of Employees

229

PA Average: 37
Total Number of Accounts

34,273

PA Average: 1,370
Average Account Size

$109,710

PA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brian Quaranta Work History

Brian has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Foundation Investment Advisors, LLC

2010 - Present (14 years)

Secure Money Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Quaranta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundations Investment Advisors LLC

Andrew Harmon
Phoenix, AZ
Susan Mcbournie
Moultonborough, NH
Jacqueline Fursman
Wayzata, MN
Brittany Hagy
Phoenix, AZ
Andrew Williams
Warren, ME
Alin Lozada
Sarasota, FL
Murray Titterington
Phoenix, AZ
Thomas Fadden
Plymouth, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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