Patrick Lafley has been Managing Partner & Co-Founder of Quadrant Capital Group since February 2008, is a control person of the firm and directly owns under 5% of it. Patrick Lafley holds a Bachelor of Arts in History from Tulane University and an MBA from Thunderbird School of Global Management.
Quadrant Capital Group LLC is a Cincinnati, OH firm with $5.4B under management, 417 clients and 20 advisers across 2 offices, as of its July 2026 filing.
Patrick Lafley is Managing Partner and Co-Founder of Constellation Wealth Advisors. He has more than 30 years of experience spanning wealth management, commercial banking, telecom and media. He serves on the investment committees of the Boys and Girls Clubs of Greater Cincinnati, St. Xavier High School and Xavier University.
Patrick Lafley’s longest registration is the current one, 15 years at Quadrant Capital Group since 2011.
- Constellation Wealth Advisors, LLC– · 2 yearsCincinnati, OH · Adviser representative · Firm CRD 289860
- – present · 15 yearsCincinnati, OH · Adviser representative · Firm CRD 147253
Investment adviser representative registrations
Patrick Lafley is registered as an investment adviser representative in Ohio, since April 2011.
- OhioSince 27 April 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Alan Lafley
- CRD
- 5529414
- Firm
- Quadrant Capital Group · CRD 147253
- Role
- Managing Partner & Co-Founder
- Office
- 255 EAST FIFTH ST., SUITE 3000, Cincinnati, OH 45202
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- constellation-wealth.com
Where does Patrick Lafley work?
Patrick Lafley has been Managing Partner & Co-Founder of Quadrant Capital Group LLC since February 2008, and is a control person of the firm.
Is Patrick Lafley a financial advisor?
Yes. Patrick Lafley has a current investment-adviser registration in Ohio, through Quadrant Capital Group since April 2011.
How many years of experience does Patrick Lafley have?
Patrick Lafley has 15 years in the financial industry, since April 2011, across 2 adviser firms.
What exams has Patrick Lafley passed?
Patrick Lafley passed the Series 65 in April 2011.
Where is Patrick Lafley based?
Patrick Lafley’s registered office is in Cincinnati, OH.
Is Patrick Lafley registered with FINRA?
No. Patrick Lafley has no current broker registration.
How can I verify Patrick Lafley’s record?
Search CRD 5529414 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Lafley’s full registration record.
Kelly BonnellPartner & Chief Executive Officer- Patrick HayesChief Compliance Officer
David SnopkowskiPartner & Chief Investment Officer
John WilliamsManaging Partner & Co-Founder