James
Rutherford
Quartz Partners Investment Management
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About this Advisor
James Rutherford is a financial advisor based in Saratoga Springs, New York, working with Quartz Partners Investment Management. James has previously held positions at J P Turner & Company LLC, Summit Brokerage Services Inc, Etico Wealth Management LLC, Etico Partners LLC, and Quartz Partners Investment Management. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, James is part of Quartz Partners Investment Management, which operates out of Saratoga Springs, New York. The firm has 8 offices and 18 employees. The firm manages assets totaling $251.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Quartz Partners Investment Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Quartz Partners Investment Management Brokerage Details
$251,414,069
18
1,164
$215,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
James Rutherford Work History
Quartz Partners Investment Management
Etico Partners LLC
Etico Wealth Management LLC
Summit Brokerage Services Inc
J P Turner & Company LLC
Disclosures
Please visit the SEC profile of James Rutherford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quartz Partners Investment Management
Bridgeport, CT
Irving, TX
Saratoga Springs, NY
Bloomington, IN
Utica, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
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