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Stephen Howard Lulla

Quartz Partners Investment Management

Saratoga Springs, NY

Saratoga Springs, NY

Maidstone Wealth Management, LLC

Cambridge, NY

CRD 1365623

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-23
  • NY RA
    APPROVED
    Since 2026-06-23

Branch Locations

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

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

Maidstone Wealth Management, Llc

4 East Main Street Suite B, Cambridge, NY 12816 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-31
  • NY RA
    APPROVED
    Since 2021-08-31

Branch Locations

4 East Main Street Suite B, Cambridge, NY 12816 • 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
Weatherhelm Capital Management Llc Cambridge NY 12/2015 12/2017
Maidstone Wealth Management Llc Cambridge NY 12/2017 06/2026
Maidstone Wealth Management, Llc Cambridge NY 03/2018 06/2026
Quartz Partners Llc Saratoga Springs NY 06/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-12
  • S65 Uniform Investment Adviser Law Examination
    2017-11-12

View on SEC IAPD

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Nearby Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
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JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY

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