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Chief Executive Officer & Managing Member · Quartz Partners Investment Management

Joseph A. Leo

CRD 4988004 · Named on Form ADV at one SEC-registered adviser

At a glance

Quartz Partners Investment Management, an SEC-registered wealth manager based in Saratoga Springs, NY with $612 million in regulatory assets, lists Joseph A. Leo on its Form ADV as Chief Executive Officer & Managing Member, a control person.

Firms and roles

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kyle P. WebberManaging Member, Chief Operating Officer, Quartz Partners Investment Management
  • Joseph W. ArenaManaging Member & Chief Investment Officer, Quartz Partners Investment Management
  • Joshua T. GilbertChief Compliance Officer, Quartz Partners Investment Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.