Luis Enrique Servellon

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

• 02/2017 → 12/2019
  New York Life Insurance Co
  Latham, NY
• 03/2018 → 12/2019
  Nylife Securities Llc
  Latham, NY
• 02/2016 → 03/2017
  Green Tech High School
  Albany, NY
• 12/2019 → 10/2020
  Pruco Securities Llc
  Latham, NY
• 12/2019 → 10/2020
  Prudential Insurance Company Of America
  Latham, NY
• 10/2020 → 07/2025
  National Life Group
  Latham, NY
• 01/2021 → 07/2025
  Equity Services Inc
  Montpelier, VT
• 07/2025 → Present
  Etico
  Saratoga Springs, NY

Other Businesses

*THOROUGHBRED ADVISORS,421 TROY SCHENECTADY RD,LATHAM,NY 12110,10/07/2020,INV REL,INSURANCE,AGENT,ONGOING,DURING TRD/HRS,100% *DESTRY SCRIBNER INSURANCE,4151 STATE ROUTE 20, SUTIE 10, CASTLETON, NY 12033,10/08/2021,ONGOING,INV REL,AGENT,HOME AND AUTO INSURANCE,DURING TRD/HRS,5% *ROYALE TRANSPORTATION, CAPITAL REGION, NY, 08/19/2023,ONGOING, NOT INV REL,DRIVE PASSENGERS TO THE AIRPORT. NOT DURING TRD/HRS,CHAUFFEUR,0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2018-10-04

Other Names

• Luis Enrique Servellon
• Luis Servellon