Ross Paul Bruner

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

• 07/2019 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 05/2004 → Present
  Tristar Advisors Llc
  Shelter Island, NY
• 08/2019 → 10/2021
  Bank Of America, N.A.
  Greenwich, CT
• 10/2021 → 10/2023
  Oppenheimer & Co, Inc
  Stamford, CT
• 11/2023 → 12/2023
  Gray Oak Capital, Llc
  Greenwich, CT
• 05/2024 → 03/2025
  Mml Investors Services, Llc
  Melville, NY
• 03/2024 → 03/2025
  Massmutual Life Insurance Company
  Melville, NY
• 04/2025 → Present
  Quatrz Partners Investment Management
  Saratoga Springs, NY

Previous Registrations

• 2024-05-16 → 2025-03-26
  Mml Investors Services, Llc
  Shelter Island, NY
  Melville, NY
• 2021-10-20 → 2023-10-13
  Oppenheimer & Co. Inc.
  Stamford, CT
• 2019-10-02 → 2021-10-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT

Other Businesses

1) NAME: TRISTAR ADVISORS LLC INV REL: Y ADD: 800 North State Street, 304 Dover, DE 19901: PASSIVE INVESTMENT VEHILCE FOR FAMILY OWNED REAL PROPERTY AND OTHER ASSETS POSITION: OWNER START DATE: 05/01/2004 NO. HR/MO: 0 NO. HR/MO DUR TRADING: 0 2) Pear Tree Nine, LLC-800 North State Street, 304 Dover, DE 19901 Investment related-Passive investment vehicle for family owned real property and assets- member-start 10/02/2024- 10 hours per month-zero hours per month during trading hours. manage real estate.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-01
• S63 Uniform Securities Agent State Law Examination
  1996-08-23

Other Names

• Ross Bruner
• Ross Paul Bruner