Lisa Lynne Quadrini
Investment adviser representative at Brandywine Oak Private Wealth LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Lisa Lynne Quadrini? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Brandywine Oak Private Wealth LLCApr 2021 to now
- Wells Fargo Clearing Services, LLCFeb 2016 to Apr 2021
- Wells Fargo Advisors, LLCFeb 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (PA, SC).
Brandywine Oak Private Wealth LLC
$1.6BAssets managed
507Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2200508
- Firm CRD
- 297021