Andrei Voicu

QUATTRO ADVISORS L.L.C.

PITTSBURGH, PA 15201

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CRD#: 2071184

Professional summary

Andrei Voicu, CFP® is a registered financial advisor currently at QUATTRO ADVISORS L.L.C. located in Pittsburgh, Pennsylvania.

Andrei is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Andrei has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Education Planning

Socially Responsible Investing

Retirement Planning

Comprehensive Financial Planni...

Small Business Planning

Investment Planning

How do you get paid?

Fee Only

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrei Voicu's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

November 29, 2016 - Present

QUATTRO ADVISORS L.L.C.

Office #1: 3495 Butler Street Suite 100, Pittsburgh, PA 15201

RIA

CRD#: 146438

PITTSBURGH, PA

Past

May 15, 2015 - January 4, 2016

COURY INVESTMENT ADVISORS, INC.

RIA

CRD#: 116004

PITTSBURGH, PA

Past

May 8, 2015 - December 31, 2015

FSC SECURITIES CORPORATION

CRD#: 7461

PITTSBURGH, PA

Past

February 23, 2010 - May 7, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

PITTSBURGH, PA

Past

December 19, 2002 - April 29, 2015

FRAGASSO FINANCIAL ADVISORS

RIA

CRD#: 123255

PITTSBURGH, PA

Past

July 11, 1997 - May 7, 2015

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

October 14, 1994 - June 27, 1997

YP, LLC

CRD#: 23742

PITTSBURGH, PA

Past

June 12, 1992 - April 7, 1994

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

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".

QUATTRO ADVISORS L.L.C.

CRD#: 146438 / SEC#: 801-80531

RIA

Registered Investment Advisory firm - (11/21/2014 Approved)

California

Registered Investment Advisory firm - (12/25/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (12/11/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/2/2014 Terminated)

West Virginia

Registered Investment Advisory firm - (11/26/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/29/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/29/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/1992

General Securities Representative Examination

Current Firm

QUATTRO ADVISORS L.L.C.

CRD#: 146438 / SEC#: 801-80531

RIA

Registered Investment Advisory firm - (11/21/2014 Approved)

California

Registered Investment Advisory firm - (12/25/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (12/11/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/2/2014 Terminated)

West Virginia

Registered Investment Advisory firm - (11/26/2014 Terminated)

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Contact information

Main Address

3495 Butler Street Suite 100, Pittsburgh, PA 15201

Mailing Address

Phone number

(412) 586-5406

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 QUATTRO ADVISORS L.L.C. FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,403
AUM (Assets Under Management)	$ 516,273,059

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Andrei Voicu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrei Voicu's CRS (Customer Relationship Summary).

Certified licenses

Experience

COURY INVESTMENT ADVISORS, INC.

FSC SECURITIES CORPORATION

LPL FINANCIAL LLC

FRAGASSO FINANCIAL ADVISORS

LPL FINANCIAL LLC

YP, LLC

ALLEGHENY INVESTMENTS, LTD.

Primary Firm SEC Registration

QUATTRO ADVISORS L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/1994

Series 63

Date: 6/29/1992

SIE

Date: 12/31/2015

Series 7

Date: 6/10/1992

Current Firm

QUATTRO ADVISORS L.L.C.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

QUATTRO ADVISORS L.L.C.

TRUST BUT VERIFY

Contact information

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