Mark
Cecchini

Quadrant Private Wealth Management, LLC

CRD#5924081
Investment Advisor
in Center Valley, PA

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About this Advisor

Mark Cecchini is a financial advisor based in Center Valley, Pennsylvania, working with Quadrant Private Wealth Management, LLC. Mark has previously held positions at Sullivan, Bruyette, Speros & Blayney, LLC, Aspiriant, LLC, Facet Wealth, Aspiriant LLC, Catalyst Wealth Advisors, LLC, Rockwood Wealth Management LLC, Rockwood Wealth Management, Pylon Inc, Compound Advisers, Compound Planning, and Quadrant Private Wealth Management, LLC. Mark is registered to provide services in California and Pennsylvania. Currently, Mark 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 a variety of clients, including high-net-worth individuals. The services offered by the firm include 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

CERTIFIED FINANCIAL PLANNER™

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

Mark Cecchini Work History

2024 - Present (0 year)

Quadrant Private Wealth Management, LLC

2023 - Present (1 year)

Compound Planning

2022 - 2022 (< 1 year)

Pylon Inc

2022 - 2023 (1 year)

Compound Advisers

2021 - 2022 (1 year)

Rockwood Wealth Management LLC

2021 - 2022 (1 year)

Rockwood Wealth Management

2020 - 2021 (1 year)

Catalyst Wealth Advisors, LLC

2019 - 2020 (1 year)

Facet Wealth

2018 - 2019 (1 year)

Aspiriant, LLC

2018 - 2019 (1 year)

Aspiriant LLC

2013 - 2018 (5 years)

Sullivan, Bruyette, Speros & Blayney, LLC

Disclosures

Please visit the SEC profile of Mark Cecchini 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
Kori Lannon
Bethlehem, PA
Jonathan Mack
Bethlehem, PA
Brian Cort
Bethlehem, PA
Jason Cort
Bethlehem, PA
Conor Zellner
Center Valley, 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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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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