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KW

Kyle P. Webber

QUARTZ PARTNERS INVESTMENT MANAGEMENT
SARATOGA SPRINGS, NY 12866
Some features on this profile are disabled
CRD#: 5093059
KW

Professional summary

Kyle Patrick Webber is a registered financial advisor currently at QUARTZ PARTNERS INVESTMENT MANAGEMENT located in Saratoga Springs, New York.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kyle has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Patrick Webber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 27, 2015 - Present

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Office #1: 85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
RIA
CRD#: 174327
SARATOGA SPRINGS, NY
Past

August 3, 2022 - December 31, 2023

ETICO WEALTH MANAGEMENT LLC

RIA
CRD#: 151046
SARATOGA SPRINGS, NY
Past

January 25, 2013 - December 23, 2014

PAGEONE FINANCIAL, INC.

RIA
CRD#: 105340
MALTA, NY
Past

January 13, 2012 - January 7, 2013

PAGEONE FINANCIAL, INC.

RIA
CRD#: 105340
MALTA, NY
Past

November 3, 2009 - April 25, 2011

CASTLE STRATEGIES, LLC

RIA
CRD#: 151502
SEATTLE, WA
Past

October 22, 2009 - November 10, 2009

TIMBERLINE FINANCIAL GROUP, INC

RIA
CRD#: 148906
HOOD RIVER, OR
Past

January 8, 2009 - August 12, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
HOOD RIVER, OR
Past

September 21, 2006 - June 29, 2007

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

April 3, 2006 - September 20, 2006

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WALTHAM, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QP
QUARTZ PARTNERS INVESTMENT MANAGEMENT
ADAPTINVESTING | QUARTZ PARTNERS, LLC | QUARTZ PARTNERS RETIREMENT PLAN SERVICES | QUARTZ PARTNERS INVESTMENT MANAGEMENT | QUARTZ PARTNERS | MOSS BLUFF MANAGEMENT | FLORENCE WEALTH | ETICO PRIVATE WEALTH | ETICO | CAMERON HARROD WEALTH MANAGEMENT

CRD#: 174327 / SEC#: 801-80822

RIA
Registered Investment Advisory firm - (1/20/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/11/2021)
IAR
Colorado
(4/9/2021)
IAR
Florida
(4/14/2021)
IAR
Hawaii
(5/6/2021)
IAR
Nebraska
(4/7/2021)
IAR
New York
(4/1/2021)
IAR
Ohio
(3/11/2021)
IAR
Pennsylvania
(4/9/2021)
IAR
Texas
(1/27/2015)
IAR
Washington
(4/2/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/10/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/6/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/31/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

QP
QUARTZ PARTNERS INVESTMENT MANAGEMENT
ADAPTINVESTING | QUARTZ PARTNERS, LLC | QUARTZ PARTNERS RETIREMENT PLAN SERVICES | QUARTZ PARTNERS INVESTMENT MANAGEMENT | QUARTZ PARTNERS | MOSS BLUFF MANAGEMENT | FLORENCE WEALTH | ETICO PRIVATE WEALTH | ETICO | CAMERON HARROD WEALTH MANAGEMENT

CRD#: 174327 / SEC#: 801-80822

RIA
Registered Investment Advisory firm - (1/20/2015 Approved)
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Contact information

Main Address
85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
Mailing Address
Phone number
(800) 433-0422
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

QUARTZ PARTNERS ADV PART 2A: CLIENT BROCHURE (12/26/2025)
ETICO ADV 2A PRIVATE CLIENT BROCHURE (12/26/2025)
QUARTZ PARTNERS WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,277
AUM (Assets Under Management)$ 397,841,888

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUARTZ PARTNERS INVESTMENT MANAGEMENT

CRD#: 174327Saratoga Springs, NY 12866

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