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David Graham Decker

Quadrant Private Wealth Management, LLC

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About David Graham Decker

David Decker is a financial advisor with Quadrant Private Wealth Management, LLC. David has over 30 years of experience in the financial services industry. David holds Series 7, 63, and 65 licenses. David specializes in providing financial advice, portfolio management, and insurance solutions. David has been with Quadrant Private Wealth Management, LLC since 2020. David's previous experience includes positions at Purshe Kaplan Sterling Investments and Merrill Lynch.

Firm Information

David Decker is currently registered with Quadrant Private Wealth Management, LLC. Quadrant Private Wealth Management, LLC is a registered investment advisor based in CENTER VALLEY, PA. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They manage over $1.6 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, and other individuals.
Quadrant Private Wealth Management, LLC

3850 SIERRA CIRCLE

CENTER VALLEY, PA 18034

$1.63B

Assets Under Management

Not reported

Total Clients

12

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.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

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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other

Revenue sharing with our affiliate, focus risk solutions.

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David Decker’s Registration & Firm History

FL

03/09/2020 - Present

Quadrant Private Wealth Management, LLC (Sarasota FL)

PA

02/21/2020 - 05/31/2024

PURSHE KAPLAN STERLING INVESTMENTS (Center Valley PA)

PA

02/15/2002 - 02/24/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)

NY

12/04/1990 - 02/05/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/02/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for David Graham Decker. Review regulatory record here.
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