William
Canale
Quartz Partners Investment Management
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About this Advisor
William Canale is a financial advisor based in Saratoga Springs, New York, working with Quartz Partners Investment Management. William has previously held positions at Etico Wealth Management LLC, Etico Partners, LLC, and Quartz Partners Investment Management. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, William 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
William Canale Work History
Quartz Partners Investment Management
Etico Partners, LLC
Etico Wealth Management LLC
Disclosures
Please visit the SEC profile of William Canale 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
Bloomington, IN
Saratoga Springs, NY
Brooklyn, NY
Saratoga Springs, NY
Utica, NY
Saratoga Springs, NY
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