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Quartz Partners Investment Management CRD 174327
$612M regulatory AUM 772 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-09 |
| CO | RA | APPROVED | 2025-12-09 |
| FL | RA | APPROVED | 2025-12-09 |
| HI | RA | APPROVED | 2025-12-09 |
| NE | RA | APPROVED | 2025-12-09 |
| PA | RA | APPROVED | 2021-04-07 |
| WA | RA | APPROVED | 2021-03-30 |
| NY | RA | APPROVED | 2021-03-29 |
| OH | RA | APPROVED | 2021-03-12 |
| TX | RA | APPROVED | 2015-01-27 |
Branch Locations
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quartz Partners Investment Management | Troy | NY | 01/2015 | Present |
| Etico Wealth Management | Clifton Parks | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-07 |
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