Lisa
Quadrini
Brandywine Oak Private Wealth LLC
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About this Advisor
Lisa Quadrini is a financial advisor based in Kiawah Island, South Carolina, working with Brandywine Oak Private Wealth LLC. Lisa has previously held positions at UBS Financial Services Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Brandywine Oak Private Wealth LLC. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and South Carolina. Currently, Lisa is part of Brandywine Oak Private Wealth LLC, which operates out of Kiawah Island, South Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. 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 Brandywine Oak Private Wealth LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brandywine Oak Private Wealth LLC Brokerage Details
$1,253,355,598
13
2,679
$467,845
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
Lisa Quadrini Work History
Brandywine Oak Private Wealth LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Lisa Quadrini 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 Brandywine Oak Private Wealth LLC
Kennett Square, PA
Kennett Square, PA
Kiawah Island, SC
Kennett Square, PA
Kennett Square, PA
Kennett Square, PA
Kennett Square, PA
Kennett Square, PA
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