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Financial ADVSR advisor directory · SEC adviser records

Quartz Partners Investment Management financial advisors in Saratoga Springs, NY

Every SEC-registered investment adviser representative at a Quartz Partners Investment Management office in Saratoga Springs, A to Z.

The short answer

10 registered advisors work at Quartz Partners Investment Management in Saratoga Springs, out of 26 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Quartz Partners Investment Management advisors in Saratoga Springs, A to Z

Every Quartz Partners Investment Management advisor →

Quartz Partners Investment Management advisors in every city and state →Quartz Partners Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Quartz Partners Investment Management advisors in other cities

McKinney, TX 2Utica, NY 2Bend, OR 1Bloomington, IN 1Brooklyn, NY 1Chicago, IL 1Danville, IN 1Deerfield, IL 1Egg Harbor Township, NJ 1Greenwood Village, CO 1Las Colinas, TX 1Mount Pleasant, SC 1New Hartford, NY 1Wayne, PA 1

Other firms in Saratoga Springs

All Saratoga Springs advisors →

Morgan Stanley 23Rockefeller Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Goldman Sachs Wealth Services, L.P. 18Shade Tree Advisors LLC 18Rockefeller Capital Management 12LPL Financial LLC 10Cerity Partners LLC 7King Wealth Management Group, LLC 7Wells Fargo Clearing Services, LLC 7Commonwealth Financial Network 6Lifegoal Investments, LLC 6

Questions

How many financial advisors does Quartz Partners Investment Management have in Saratoga Springs?

10 investment adviser representatives are registered at Quartz Partners Investment Management offices in Saratoga Springs, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Quartz Partners Investment Management one of the largest advisor employers in Saratoga Springs?

Quartz Partners Investment Management ranks number 8 in Saratoga Springs by registered advisors; Morgan Stanley has the most, with 23.

How do I check a Quartz Partners Investment Management advisor in Saratoga Springs?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Quartz Partners Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.