Charles Thomas Howard

Employer firm

Quartz Partners Investment Management CRD 174327

$612M regulatory AUM 772 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
OUTSOURCED CIO RESEARCH & SECURITY RECOMMENDATION

From the firm’s Form ADV. Read the guides:

Current Employers

Quartz Partners Investment Management

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-04-27

CO RA
APPROVED

Since 2026-04-27

Branch Locations

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States

Littleton, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Athenainvest Advisors Llc	Greenwood Village	CO	01/2008	04/2026
Athenainvest, Inc.	Greenwood Village	CO	08/2007	Present
Quartz Partners Llc	Saratoga Springs	NY	04/2026	Present

01/2008 → 04/2026

Athenainvest Advisors Llc

Greenwood Village, CO
08/2007 → Present

Athenainvest, Inc.

Greenwood Village, CO
04/2026 → Present

Quartz Partners Llc

Saratoga Springs, NY

Previous Registrations

2014-01-10 → 2026-06-08

Athenainvest Advisors Llc

Greenwood Village, CO
2008-08-25 → 2013-12-31

Athenainvest Advisors Llc

Englewood, CO

Greenwood Village, CO

Greenwood Village, CO

Greenwood Village, CO

Other Businesses

ATHENAINVEST, INC.; SOFTWARE SERVICES DATA PROVIDER; SINCE 2005; CEO & DIRECTOR OF RESEARCH;5340 S QUEBEC ST, GREENWOOD VILLAGE, CO. NON-INVESTMENT; 8 HOURS PER WEEK; NO COMPENSATION AT THE PRESENT TIME

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-11-21

S65 Uniform Investment Adviser Law Examination

2007-11-21

Other Names

C. Thomas Howard
Tom Howard

View on SEC IAPD