Scott
Kuna
Quadrant Private Wealth Management, LLC
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About this Advisor
Scott Kuna is a financial advisor based in Center Valley, Pennsylvania, working with Quadrant Private Wealth Management, LLC. Scott has previously held positions at Quadrant Capital, Student, Saucon Valley Country Club, Freelance, and Quadrant Private Wealth. Scott has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Scott is part of Quadrant Private Wealth Management, LLC, which operates out of Center Valley, Pennsylvania. The firm has 19 employees and manages assets totaling $1.8 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Quadrant Private Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Quadrant Private Wealth Management, LLC Brokerage Details
$1,812,482,190
19
2,764
$655,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Scott Kuna Work History
Quadrant Capital
Quadrant Private Wealth
Saucon Valley Country Club
Freelance
Student
Disclosures
Please visit the SEC profile of Scott Kuna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quadrant Private Wealth Management, LLC
Center Valley, PA
Bethlehem, PA
Center Valley, PA
Center Valley, PA
Center Valley, PA
Center Valley, PA
Center Valley, PA
Center Valley, PA
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