JW
John A. Weisbrod
QUANTUM FINANCIAL ADVISORS
Pittsburgh, PA 15237
Some features on this profile are disabled
CRD#: 1056293
JW
Professional summary
John Andre Weisbrod, who also goes by Andre Weisbrod, is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS INC located in Pittsburgh, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 6 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andre Weisbrod
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Since September 2017, I have been an assistant at Think of Us Travel, LLC, a non-investment related travel firm located at 117 Long Valley Drive Ext, Coraopolis, PA . Duties include assisting with marketing and accounting. Approximately 4-8 hours per month is devoted to this entity.
CRS (Client Relationship Summary) - RIA
Click below to view John Andre Weisbrod's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 30, 2018 - Present
QUANTUM FINANCIAL ADVISORS INC
Office #1: 604 Mcknight Park Drive, Pittsburgh, PA 15237RIA
CRD#: 113563
Pittsburgh, PA
Past
January 5, 2007 - December 31, 2007
WRP INVESTMENTS, INC.
BD
CRD#: 7365
PITTSBURGH, PA
Past
January 16, 2004 - February 22, 2018
STAAR FINANCIAL ADVISORS INC
RIA
CRD#: 110061
PITTSBURGH, PA
Past
July 13, 1998 - December 31, 2006
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD.
BD
CRD#: 21304
BADEN, PA
Past
December 27, 1993 - December 31, 2003
STAAR FINANCIAL ADVISORS INC
RIA
CRD#: 110061
PITTSBURGH, PA
Past
January 27, 1988 - July 6, 1998
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
April 9, 1984 - January 26, 1988
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
Past
August 3, 1982 - March 20, 1984
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QF
QUANTUM FINANCIAL ADVISORS INC
LIFETIME BENEFITS | QUANTUM FINANCIAL ADVISORS INC | QFA
CRD#: 113563 / SEC#: 801-125887
RIA
Registered Investment Advisory firm - (6/16/2022 Approved)California
Registered Investment Advisory firm - (1/1/2015 Terminated)Connecticut
Registered Investment Advisory firm - (7/25/2022 Terminated)District of Columbia
Registered Investment Advisory firm - (7/13/2022 Terminated)Florida
Registered Investment Advisory firm - (11/13/2018 Terminated)Georgia
Registered Investment Advisory firm - (12/18/2015 Terminated)Maryland
Registered Investment Advisory firm - (7/25/2022 Terminated)Nevada
Registered Investment Advisory firm - (8/15/2022 Terminated)New Jersey
Registered Investment Advisory firm - (12/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/14/2022 Terminated)Virginia
Registered Investment Advisory firm - (7/16/2022 Terminated)Washington
Registered Investment Advisory firm - (12/10/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/30/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
QF
QUANTUM FINANCIAL ADVISORS INC
LIFETIME BENEFITS | QUANTUM FINANCIAL ADVISORS INC | QFA
CRD#: 113563 / SEC#: 801-125887
RIA
Registered Investment Advisory firm - (6/16/2022 Approved)California
Registered Investment Advisory firm - (1/1/2015 Terminated)Connecticut
Registered Investment Advisory firm - (7/25/2022 Terminated)District of Columbia
Registered Investment Advisory firm - (7/13/2022 Terminated)Florida
Registered Investment Advisory firm - (11/13/2018 Terminated)Georgia
Registered Investment Advisory firm - (12/18/2015 Terminated)Maryland
Registered Investment Advisory firm - (7/25/2022 Terminated)Nevada
Registered Investment Advisory firm - (8/15/2022 Terminated)New Jersey
Registered Investment Advisory firm - (12/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/14/2022 Terminated)Virginia
Registered Investment Advisory firm - (7/16/2022 Terminated)Washington
Registered Investment Advisory firm - (12/10/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Monroe Street Suite 1902, Rockville, MD 20850
Mailing Address
325 Ellington Blvd #511, Gaithersburg, MD 20878
Phone number
(301) 296-6203
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 507,079,299 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
