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.

Current firm

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Oct 11, 2019

First registration

Jul 14, 2022

Dual registered

yes, broker-dealer

Other names

Joe Nassar|JOSEPH NASSAR|JOSEPH MATTHEW NASSAR

IAPD individual key

7164269

• Occurred

  Sep 4, 2025
  Advisor changed firm

  Joseph Nassar left Pacer Advisors, Inc. for Quartz Partners Investment Management (registered 2025-09-16)

  Form ADVobserved 5 days ago
• Occurred

  Jan 16, 2024
  Advisor changed firm

  Joseph Nassar left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Pacer Advisors, Inc. (registered 2024-01-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:74c886e5-1f7a-766b-a143-d39dfffc5727

First observed

Jul 14, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.