Robert Josh Fenili
Investment adviser representative at Northwest Quadrant Wealth Management
12 yearsExperience
1 stateRegistered in
$579.7MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Northwest Quadrant Wealth ManagementOct 2014 to now
- Northwest Quadrant LLC(dba:northwest Quadrant Wealth Management)Sep 2014 to now
- LPL Financial LLCNov 2014 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OR).
Northwest Quadrant Wealth Management
Legal name: Northwest Quadrant, LLC
$579.7MAssets managed
1,014Clients
2Advisers
15 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
- 6394941
- Firm CRD
- 158455