James Edward Rutherford

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Etico Wealth Management Llc
  Clifton Park, NY
• 01/2018 → Present
  Etico Partners Llc
  Clifton Park, NY
• 05/2023 → Present
  Quartz Partners Investment Management
  Clifton Park, NY

Previous Registrations

• 2016-05-02 → 2023-10-25
  Etico Wealth Management Llc
  Saratoga Springs, NY
• 2015-10-08 → 2016-04-11
  Cetera Investment Advisers Llc
  Rensselear, NY
• 2014-04-04 → 2015-11-13
  J P Turner & Company Capital Management, Llc
  Rensselaer, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-03-12
• S63 Uniform Securities Agent State Law Examination
  1990-10-24