Joseph
Leo
Quartz Partners Investment Management
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About this Advisor
Joseph Leo is a financial advisor based in Utica, New York, working with Quartz Partners Investment Management. Joseph has previously held positions at Dinosaur Securities, Etico Wealth Management LLC, Benchmark Investments, Inc, Quartz Partners Investment Management, and Etico Partners, LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Joseph is part of Quartz Partners Investment Management, which operates out of Utica, 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
Joseph Leo Work History
Quartz Partners Investment Management
Etico Partners, LLC
Etico Wealth Management LLC
Benchmark Investments, Inc
Dinosaur Securites
Disclosures
Please visit the SEC profile of Joseph Leo 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
Irving, TX
Bridgeport, CT
Saratoga Springs, NY
Bloomington, IN
Utica, NY
Saratoga Springs, NY
Saratoga Springs, NY
Brooklyn, NY
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