Scott Christopher Kuna
Investment adviser representative at Quadrant Private Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
11 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 assetsHourlyFixed or flat feeOther
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.
- Quadrant Private Wealth Management, LLCAug 2024 to now
- Quadrant CapitalDec 2023 to now
- Quadrant Private WealthOct 2023 to Dec 2023
- FreelanceNov 2022 to Dec 2023
- Saucon Valley Country ClubMay 2022 to Oct 2023
- StudentApr 2014 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Quadrant Private Wealth Management, LLC
$2.1BAssets managed
883Clients
12Advisers
11 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
- 7947869
- Firm CRD
- 277044