Conor
Zellner
Quadrant Private Wealth Management, LLC
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About this Advisor
Conor Zellner is a financial advisor based in Center Valley, Pennsylvania, working with Quadrant Private Wealth Management, LLC. Conor has previously held positions at The Vanguard Group, Inc, Quandrant Private Wealth, Elon University, B Braun, Children'S Home Of Easton, Quadrant Private Wealth Management, LLC, Choice Logistics, M2 Strategy, and Arbee Associates. Conor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Conor is part of Quadrant Private Wealth Management, LLC, which operates out of Center Valley, Pennsylvania. The firm has 16 employees and manages assets totaling $1.6 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Quadrant Private Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Quadrant Private Wealth Management, LLC Brokerage Details
$1,625,145,373
16
2,628
$618,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Conor Zellner Work History
Quadrant Private Wealth Management, LLC
Choice Logistics
M2 Strategy
Arbee Associates
The Vanguard Group, Inc
Quandrant Private Wealth
Elon University
B Braun
Elon University
Elon University
Children'S Home Of Easton
Disclosures
Please visit the SEC profile of Conor Zellner 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 Quadrant Private Wealth Management, LLC
Bethlehem, PA
Center Valley, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Center Valley, PA
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