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David Emery Mandler

Quattro Advisors LLC

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About David Emery Mandler

David Mandler is a financial advisor with Quattro Advisors LLC. David is a Certified Financial Planner and a Chartered Financial Consultant. David has over 20 years of experience in the financial services industry. He is a registered investment advisor in Pennsylvania, Louisiana, and Texas. David specializes in working with high-net-worth individuals, families, and small businesses. He provides financial planning, investment management, and retirement planning services.

Firm Information

David Mandler is currently registered with Quattro Advisors LLC. Quattro Advisors LLC is an investment advisor registered with the SEC and based in Pittsburgh, PA. They offer financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. With a focus on high-net-worth individuals, their client base also includes corporations, pension and profit-sharing plans, and charitable organizations.
Quattro Advisors LLC

3495 BUTLER STREET

PITTSBURGH, PA 15201

$468.36M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Mandler’s Registration & Firm History

PA

10/30/2015 - Present

Quattro Advisors LLC (PITTSBURGH PA)

PA

04/02/2007 - 03/22/2011

MML INVESTORS SERVICES, LLC (PITTSBURGH PA)

PA

05/03/1999 - 03/27/2007

PARK AVENUE SECURITIES LLC (PITTSBURGH PA)

NY

11/16/1998 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

IN

01/30/1998 - 11/03/1998

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/30/1998 - 11/03/1998

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 06/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Emery Mandler.
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