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Francis Edward Lawler

Quadrant Private Wealth Management, LLC

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About Francis Edward Lawler

Francis Lawler is an Investment Advisor Representative with Quadrant Private Wealth Management, LLC. Francis has been in the industry since 2010 and has a Series 7, Series 63 and Series 65 license. Francis is registered in Pennsylvania. The firm’s main office is in Center Valley, Pennsylvania. Quadrant Private Wealth Management, LLC specializes in providing financial planning and investment management services to individuals and businesses. The firm offers other services, such as credit and cash management solutions and insurance solutions.

Firm Information

Francis Lawler 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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Francis Lawler’s Registration & Firm History

PA

10/09/2017 - Present

Quadrant Private Wealth Management, LLC (CENTER VALLEY PA)

NY

04/14/2010 - 11/12/2012

LEERINK SWANN LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/09/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Edward Lawler.
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