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QUARTZ PARTNERS, LLC, CRD 174327
SARATOGA SPRINGS, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-08 (filing); first seen by DFX 2026-09-15.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSEPH WILLIAM ARENA | n/a | SARATOGA SPRINGS, NY | CLEARWATER, FL | 11 | 13 | 2 | no |
| KYLE PATRICK WEBBER | n/a | SARATOGA SPRINGS, NY | 11 | 19 | 4 | no |
| STEPHEN HOWARD LULLA | n/a | CAMBRIDGE, NY | SARATOGA SPRINGS, NY | Saratoga Springs, NY | 5 | 10 | n/a | no |
| JOSEPH ALBERT LEO | n/a | Utica, NY | 3 | 21 | 1 | yes |
| STEPHEN CHARLES FURNO | n/a | SARATOGA SPRINGS, NY | Brooklyn, NY | 3 | 30 | 4 | yes |
| JAMES EDWARD RUTHERFORD | n/a | SARATOGA SPRINGS, NY | 3 | 35 | 3 | yes |
| MATTHEW ALAN NIGG | n/a | BLOOMINGTON, IN | 3 | 28 | 3 | yes |
| MARK RANDAL CAMERON | n/a | Las Colinas, TX | 3 | 28 | 6 | yes |
| GEORGE DENNIS LEX | Chartered Financial Consultant | SARATOGA SPRINGS, NY | Wayne, PA | 3 | 30 | 3 | yes |
| DONALD JOE FLORENCE | n/a | Danville, IN | 3 | 22 | 4 | no |
| TYSON MCGINN MARLOW | n/a | Mount Pleasant, SC | 3 | 19 | 2 | no |
| Pierre Duchmann | n/a | Utica, NY | SARATOGA SPRINGS, NY | 1 | 10 | n/a | no |
| ANTHONY F SPENCER | n/a | SARATOGA SPRINGS, NY | 1 | 12 | 2 | yes |
| David Bossov | n/a | Deerfield, IL | SARATOGA SPRINGS, NY | 1 | 16 | 4 | yes |
| MARK JOSEPH LANDAU | n/a | SARATOGA SPRINGS, NY | 1 | 19 | 4 | no |
| Jonathan Hoenig | n/a | Chicago, IL | SARATOGA SPRINGS, NY | 1 | 11 | n/a | no |
| ROSS PAUL BRUNER | n/a | Shelter Island, NY | SARATOGA SPRINGS, NY | 1 | 30 | 3 | no |
| Benjamin Christian Gerald | n/a | SARATOGA SPRINGS, NY | McKinney, TX | 1 | 17 | 2 | yes |
| JOSHUA TYLER GILBERT | n/a | SARATOGA SPRINGS, NY | 1 | 11 | 2 | yes |
| Jack Napoli Talarico | n/a | SARATOGA SPRINGS, NY | New Hartford, NY | 1 | 11 | n/a | no |
| Joseph Nassar | n/a | Egg Harbor Township, NJ | SARATOGA SPRINGS, NY | 1 | 11 | 2 | yes |
| LUIS ENRIQUE SERVELLON | n/a | SARATOGA SPRINGS, NY | 0 | 10 | n/a | yes |
| Eric Michael Reed | n/a | SARATOGA SPRINGS, NY | McKinney, TX | 0 | 12 | 1 | yes |
| CHARLES THOMAS HOWARD | n/a | SARATOGA SPRINGS, NY | Littleton, CO | 0 | 19 | 2 | no |
| ANDREW CHARLES HOWARD | n/a | SARATOGA SPRINGS, NY | Greenwood Village, CO | 0 | 19 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARENA, JOSEPH, WILLIAM | MEMBER AND ELECTED MANAGER | F | yes | 02/2022 | Dec 26, 2014 | Mar 28, 2024 |
| ARENA, JOSEPH, WILLIAM | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | Na | yes | 12/2014 | Dec 26, 2014 | Mar 28, 2024 |
| ETICO FINANCIAL, LLC | Member | E | yes | 02/2022 | Oct 3, 2023 | Mar 28, 2024 |
| LEO, JOSEPH, ALBERT | CHIEF EXECUTIVE OFFICER & MANAGING MEMBER | Na | yes | 04/2023 | Feb 28, 2022 | Mar 28, 2024 |
| WEBBER, KYLE, PATRICK | MEMBER AND ELECTED MANAGER | F | yes | 02/2022 | Dec 26, 2014 | Mar 28, 2024 |
| WEBBER, KYLE, PATRICK | MANAGING MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | Na | yes | 12/2014 | Dec 26, 2014 | Mar 28, 2024 |
| LEO, JOSEPH, ALBERT | MEMBER AND ELECTED MANAGER | C | no | 01/2018 | Feb 28, 2022 | Mar 28, 2024 |
| WEISMAN, SCOTT, ALAN | MEMBER AND ELECTED MANAGER THROUGH PTERODACTYL HOLDINGS | C | no | 01/2018 | Feb 28, 2022 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ETICO PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Danville | In | United States | 1 | no |
| Utica | NY | United States | 1 | yes |
| KING OF PRUSSIA | Pa | United States | 1 | yes |
| MT. PLEASANT | Sc | United States | 1 | no |
| LAS COLINAS | TX | United States | 1 | yes |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 31, 2025 | $281M | $230M | 17 | 13 | 9 | n/a | n/a |
| 2023 | Mar 28, 2024 | $251M | $208M | 18 | 14 | 8 | n/a | n/a |
| 2022 | Mar 29, 2023 | $50.2M | $43.7M | 37 | 3 | 1 | n/a | n/a |
| 2021 | Feb 28, 2022 | $50.9M | $43.2M | 3 | 2 | 0 | n/a | n/a |
| 2020 | Mar 16, 2021 | $55.0M | $48.7M | 3 | 2 | 0 | n/a | n/a |
| 2019 | Mar 25, 2020 | $52.8M | $45.2M | 3 | 2 | 0 | n/a | n/a |
| 2018 | Feb 22, 2019 | $54.7M | $45.2M | 3 | 2 | 0 | n/a | n/a |
| 2017 | Mar 26, 2018 | $58.2M | $49.7M | 3 | 2 | 0 | n/a | n/a |
| 2016 | Mar 20, 2017 | $57.7M | $51.0M | 4 | 2 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $55.2M | $55.2M | 4 | 2 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $0 | $0 | 4 | 2 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 8 | 2 | 6 | 6.9% | 1 | 0 | 0 | 15 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $612M | $251M | 143.4% | $50.9M | 129.1% | 26 | 18 | 12 | 8 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ATHENAINVEST ADVISORS LLC | 4 | Jun 8, 2026 | Jun 11, 2026 | GREENWOOD VILLAGE, CO | Firm absorbed | Other | 100.0% |
| ETICO WEALTH MANAGEMENT LLC | 5 | Oct 24, 2023 | May 3, 2023 | SARATOGA SPRINGS, NY | Firm absorbed | RIA to RIA | 62.5% |