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Joshua Tyler Gilbert

Quartz Partners Investment Management

Saratoga Springs, NY

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Current Employers
Quartz Partners Investment Management

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-16
  • NY RA
    APPROVED
    Since 2025-07-16

Branch Locations

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • 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
OrganizationCityStateFromTo
Massmutual Rochester NY 08/2015 06/2017
Massmutual Rochester NY 12/2015 06/2017
Wells Fargo Clearing Services Llc Pittsford NY 06/2017 08/2020
Brighton Securities Rochester NY 03/2021 07/2025
Unemployed Rochester NY 08/2020 03/2021
Etico Partners, Llc Saratoga Springs NY 07/2025 Present
Quartz Partners Investment Management Saratoga Springs NY 07/2025 Present
  • 08/2015 → 06/2017
    Massmutual
    Rochester, NY
  • 12/2015 → 06/2017
    Massmutual
    Rochester, NY
  • 06/2017 → 08/2020
    Wells Fargo Clearing Services Llc
    Pittsford, NY
  • 03/2021 → 07/2025
    Brighton Securities
    Rochester, NY
  • 08/2020 → 03/2021
    Unemployed
    Rochester, NY
  • 07/2025 → Present
    Etico Partners, Llc
    Saratoga Springs, NY
  • 07/2025 → Present
    Quartz Partners Investment Management
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-15
S63 Uniform Securities Agent State Law Examination 2016-03-01
  • S66 Uniform Combined State Law Examination
    2017-09-15
  • S63 Uniform Securities Agent State Law Examination
    2016-03-01
Other Names
  • Joshua Gilbert
  • Joshua Tyler Gilbert
  • Josh Gilbert

View on SEC IAPD

Other Firms

SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
CONTINUUM WEALTH ADVISORS, LLC
STERLING MANOR FINANCIAL, LLC
NYE STREET PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

Other Investors

CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN
CAMERON VICTORIA CORSI
Cory Matthew Larmour
ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER

Other Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY
CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
LPL FINANCIAL LLC · SARATOGA SPRINGS, NY

More in Saratoga Springs, NY

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