Tonia Kelley, financial advisor Saratoga Springs NY

Tonia Kelley

CRD Number: 2308109
Current Firm: Quartz Partners Investment Management

Tonia Kelley (CRD# 2308109) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Quartz Partners Investment Management Clifton Park, NY Apr 2023 - Current < 1
Etico Partners LLC Clifton Park, NY Jan 2018 - Current 6
Etico Wealth Management LLC Clifton Park, NY Jan 2010 - Current 14
Dinosaur Securities New York, NY Jan 2010 - Jan 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Tonia R. Kelley
Phone Number: 800-433-0422
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States


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