Joseph Leo (CRD# 4988004) is an Investment Advisor Representative working at Quartz Partners Investment Management in Utica, NY and has over 18 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| 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 |
| Benchmark Investments, Inc. | Stockbridge, GA | Jan 2020 - May 2020 | < 1 |
| Dinosaur Securites | New York, NY | Jan 2010 - Jan 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
- NY
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts1,164ACCOUNTS
-
Average Account Value$215,991
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, CO, CT, FL, HI, IN, NC, NE, NY, OH, PA, SC, TX, WA
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