Dakota
Dakota
Book a Demo
Talk to an Expert

Quorum Private Wealth

EST. AUM
$1,250,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area San Francisco
CRD Number
Website quorumpw.com
Client types

Overview

The team of Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue founded their independent firm in Walnut Creek, California, in 2021, after 75+ years in total at Merrill Lynch. All four are Certified Plan Fiduciary Advisors. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst® and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor®. Melissa is also a CERTIFIED FINANCIAL PLANNER™.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy