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CZ

Conor J. Zellner

QUADRANT PRIVATE WEALTH MANAGEMENT
Center Valley, PA 18034
Some features on this profile are disabled
CRD#: 6854392
CZ

Professional summary

Conor James Zellner, who also goes by Conor Zellner, is a registered financial advisor currently at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC located in Center Valley, Pennsylvania.

Conor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Conor has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Conor Zellner

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 Conor James Zellner'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®
None

Experience

Current

July 1, 2022 - Present

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 3850 Sierra Circle Ste 300, Center Valley, PA 18034
RIA
CRD#: 277044
Center Valley, 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".
QP
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
QUADRANT CAPITAL LLC | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 277044 / SEC#: 801-106484

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)

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
(7/1/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/3/2017
Uniform Securities Agent State Law Examination

Current Firm

QP
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
QUADRANT CAPITAL LLC | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 277044 / SEC#: 801-106484

RIA
Registered Investment Advisory firm - (7/1/2015 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3850 Sierra Circle Ste 300, Center Valley, PA 18034
Mailing Address
Phone number
(610) 849-2743
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUADRANT PRIVATE WEALTH MANAGEMENT, LLC (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,764
AUM (Assets Under Management)$ 1,812,482,190

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.

Company Information

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 277044Center Valley, PA 18034

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