David Joseph Stock

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

• 08/2008 → 11/2016
  Rainsberger Wealth Advisors Inc.
  Colorado Springs, CO
• 06/2026 → Present
  Quartz Partners Llc
  Saratoga Springs, NY
• 08/2008 → 06/2026
  Check Six Capital Llc
  Colorado Springs, CO

Previous Registrations

• 2014-03-24 → 2026-06-08
  Athenainvest Advisors Llc
  Greenwood Village, CO
• 2009-07-03 → 2016-11-07
  Rainsberger Wealth Advisors
  Colorado Springs, CO

Other Businesses

WILD BLUE RACING LLC, NON-INVESTMENT RELATED, 273 GOLD CLAIM TER, COLORADO SPRINGS, CO 80905, ENDURANCE SPORT COACHING, MEMBER LLC, 08/2008, 20 HRS/MONTH NON-MARKET HOURS; COACH ATHLETES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-02
• S63 Uniform Securities Agent State Law Examination
  2006-09-11

Other Names

• David Stock