Quartz Partners Investment Management

Quartz Partners Investment Management (CRD# 174327) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $251,414,069 in 1,164 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
19 Railroad Place, Suite 202, Saratoga Springs, NY 12866
https://twitter.com/quartzinvest
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    1,164
    ACCOUNTS
  • Average Account Value
    $215,991
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, HI, IN, NC, NE, NY, OH, PA, SC, TX, WA

Financial Advisors at Quartz Partners Investment Management
Showing 1 - 10 of 12 top financial advisors.
1
Joseph Arena, financial advisor Saratoga Springs NY
Joseph W. Arena
CRD#: 4997368
19 Railroad Place, Suite 202, Saratoga Springs, NY 12866

Joseph Arena (CRD# 4997368) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 11 years of experience in the finance industry.

2
Mark Cameron, financial advisor Las Colinas TX
Mark R. Cameron
CRD#: 3089057
600 E. John Carpenter Freeway Suite 200, Las Colinas, TX 75062

Mark Cameron (CRD# 3089057) is an Investment Advisor Representative working at Quartz Partners Investment Management in Las Colinas, TX and has over 25 years of experience in the finance industry.

3
William Canale, financial advisor Saratoga Springs NY
William V. Canale
CRD#: 1420779
19 Railroad Place, Suite 202, Saratoga Springs, NY 12866

William Canale (CRD# 1420779) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 37 years of experience in the finance industry.

4
Donald Florence, financial advisor Danville IN
Donald J. Florence
CRD#: 5593846
1600 E Main Street Suite 201, Danville, IN 46122

Donald Florence (CRD# 5593846) is an Investment Advisor Representative working at Quartz Partners Investment Management in Danville, IN and has over 8 years of experience in the finance industry.

5
Stephen Furno, financial advisor Brooklyn NY
Stephen C. Furno
CRD#: 1532489
Brooklyn, NY

Stephen Furno (CRD# 1532489) is an Investment Advisor Representative working at Quartz Partners Investment Management in Brooklyn, NY and has over 28 years of experience in the finance industry.

6
Tonia Kelley, financial advisor Saratoga Springs NY
Tonia R. Kelley
CRD#: 2308109
19 Railroad Place, Suite 202, Saratoga Springs, NY 12866

Tonia Kelley (CRD# 2308109) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 31 years of experience in the finance industry.

7
George Lex, financial advisor King Of Prussia PA
George D. Lex
CRD#: 2755908
491 Allendale Rd, King Of Prussia, PA 19406

George Lex (CRD# 2755908) is an Investment Advisor Representative working at Quartz Partners Investment Management in King Of Prussia, PA and has over 27 years of experience in the finance industry.

8
Tyson Marlow, financial advisor Mount Pleasant SC
Tyson M. Marlow
CRD#: 5337381
1156 Bowman Road Suite 200, Mount Pleasant, SC 29464

Tyson Marlow (CRD# 5337381) is an Investment Advisor Representative working at Quartz Partners Investment Management in Mount Pleasant, SC and has over 16 years of experience in the finance industry.

9
Matthew Nigg, financial advisor Bloomington IN
Matthew A. Nigg
CRD#: 3009191
Bloomington, IN

Matthew Nigg (CRD# 3009191) is an Investment Advisor Representative working at Quartz Partners Investment Management in Bloomington, IN and has over 26 years of experience in the finance industry.

10
James Rutherford, financial advisor Saratoga Springs NY
James E. Rutherford
CRD#: 2053702
19 Railroad Place, Suite 202, Saratoga Springs, NY 12866

James Rutherford (CRD# 2053702) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 33 years of experience in the finance industry.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals