David
Decker

Quadrant Private Wealth Management, LLC

CRD#2091899
Investment Advisor
in Center Valley, PA

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About this Advisor

David Decker is a financial advisor based in Center Valley, Pennsylvania, working with Quadrant Private Wealth Management, LLC. David has previously held positions at Purshe Kaplan Sterling Investments, Quadrant Private Wealth, Bank Of America, N.A, and Merrill Lynch, Pierce, Fenner & Smith Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Pennsylvania. Currently, David 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3850 Sierra Circle Ste 300
Center Valley, PA 18034

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Quadrant Private Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,625,145,373

PA Average: $15,833,994,310
Total Number of Employees

16

PA Average: 41
Total Number of Accounts

2,628

PA Average: 3,342
Average Account Size

$618,396

PA Average: $4,737,880

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

David Decker Work History

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - Present (4 years)

Quadrant Private Wealth

2009 - 2020 (11 years)

Bank Of America, N.A

1990 - 2020 (30 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of David Decker 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

Herman Rij
Bethlehem, PA
Conor Zellner
Center Valley, PA
Jason Cort
Bethlehem, PA
Brian Cort
Bethlehem, PA
Kori Lannon
Bethlehem, PA
Jonathan Mack
Bethlehem, PA
Mark Cecchini
Center Valley, PA
Paul Francis
Bethlehem, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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