Mark A. Cecchini

QUADRANT PRIVATE WEALTH MANAGEMENT

Center Valley, PA 18034

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CRD#: 5924081

Professional summary

Mark A Cecchini, CFP®, who also goes by Mark Andrew Cecchini, is a registered financial advisor currently at QUADRANT PRIVATE WEALTH MANAGEMENT, LLC located in Center Valley, Pennsylvania.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mark has worked at 8 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Andrew Cecchini

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.

Adjunct Instructor (Part-Time, W-2); UCLA Extension - Personal Financial Planning Program; Investment Related: NO; 1145 Gayley Ave, Los Angeles, CA 90024; Description of the business: Teaching courses to students enrolled in the PFP program, developing course content, and delivering live course experience; Responsibilities Duties: Teaching courses to students enrolled in the PFP program, developing course content, and delivering live course experience; Start date with business: 2019-07-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 8.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark A Cecchini'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 16, 2024 - Present

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 3850 Sierra Circle Ste 300, Center Valley, PA 18034

RIA

CRD#: 277044

Center Valley, PA

Past

October 20, 2023 - May 2, 2024

COMPOUND PLANNING, INC.

RIA

CRD#: 171787

Orefield, PA

Past

December 13, 2022 - November 27, 2023

COMPOUND ADVISERS, INC.

RIA

CRD#: 306341

Philadelphia, PA

Past

July 13, 2022 - September 26, 2022

RANGE ADVISORY, LLC

RIA

CRD#: 321969

Philadelphia, PA

Past

September 22, 2021 - May 5, 2022

ROCKWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 137481

NEW HOPE, PA

Past

June 29, 2020 - August 31, 2021

CATALYST WEALTH ADVISORS LLC

RIA

CRD#: 297503

NEWPORT BEACH, CA

Past

September 11, 2019 - June 16, 2020

FACET

RIA

CRD#: 285961

Bozeman, MT

Past

April 20, 2017 - March 8, 2018

SBSB FINANCIAL ADVISORS

RIA

CRD#: 109732

MCLEAN, VA

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".

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

California
(5/16/2024)

IAR

Pennsylvania
(5/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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

SEC notice filing (20 States and Territories)

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 Accounts	2,764
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.

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Mark A. Cecchini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark A Cecchini's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

COMPOUND PLANNING, INC.

COMPOUND ADVISERS, INC.

RANGE ADVISORY, LLC

ROCKWOOD WEALTH MANAGEMENT, LLC

CATALYST WEALTH ADVISORS LLC

FACET

SBSB FINANCIAL ADVISORS

Primary Firm SEC Registration

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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