Paul
Francis

Quadrant Private Wealth Management, LLC

CRD#6243595
Investment Advisor
in Bethlehem, PA

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About this Advisor

Paul Francis is a certified financial planner operating out of Bethlehem, Pennsylvania, with 3 years of industry experience. Francis is on the advisory team at Quadrant Private Wealth Management, LLC. Throughout their career, Francis has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bacardi Asia Pacific, Bank Of America, N.A, Purshe Kaplan Sterling Investments and Quadrant Private Wealth. Francis has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania and Texas. Quadrant Private Wealth Management, LLC is a financial advisory business headquartered in Bethlehem, PA. It handles $1 billion in assets among its 2,508 client accounts, placing it among the biggest firms in the country by assets under management. Of its 2,508 accounts, 33% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees usually depend on which services are provided. However, fee types billed by Quadrant Private Wealth Management, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

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, Fixed Fees

Office Location

2 West Market Street
Bethlehem, PA 18018

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Quadrant Private Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,449,060,093

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

16

PA Average: 41
Total Number of Accounts

2,508

PA Average: 3,342
Average Account Size

$577,775

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

Paul Francis Work History

Paul has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - Present (4 years)

Quadrant Private Wealth

2014 - 2020 (6 years)

Bank Of America, N.A

2013 - 2020 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2013 (2 years)

Bacardi Asia Pacific

*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 Paul Francis 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

Francis Lawler
Bethlehem, PA
Paul Francis
Bethlehem, PA
Michael Mittl
Bethlehem, PA
Joseph Flannery
Bethlehem, PA
Conor Zellner
Bethlehem, PA
Kori Lannon
Bethlehem, PA
Brian Cort
Bethlehem, PA
Jonathan Mack
Bethlehem, PA

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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