TM
Tyson M. Marlow
QUARTZ PARTNERS INVESTMENT MANAGEMENT
Mount Pleasant, SC 29464
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CRD#: 5337381
TM
Professional summary
Tyson Mcginn Marlow is a registered financial advisor currently at QUARTZ PARTNERS INVESTMENT MANAGEMENT located in Mount Pleasant, South Carolina.
Tyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tyson has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
1. MOSS BLUFF MANAGEMENT, LLC, POSITION: SOLE MEMBER NATURE: THIS ILLC THAT WAS CREATED AT THE DIRECTION OF MY PERSONAL CPA SO THAT I CAN CREATE AN S-Corp TO BE THE MOST TAX EFFICIENT WITH MY INCOME THAT IS REPORTED THROUGH 1099's INCLUDING FIXED INSURANCE, LIFE ACCIDENT AND HEALTH INSURANCE COMMISSIONS. I offer investment advisory services through Quartz Partners Investment Management including financial planning. INVESTMENT RELATED: YES NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2015, ADDRESS: 1156 Bowman Rd. #200, Mount Pleasant SC 29464-7505 2. UNIWORKS CLEANING, LLC, POSITION: Co-Owner with my wife NATURE: Building Service Cleaning Contractors. Providing janitorial services to commercial buildings. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 12/02/2016, ADDRESS: 396 East 5th North Street, Unit F, Summerville SC 29483, DESCRIPTION: Uniworks Cleaning, LLC is a commercial contract cleaning company that currently provides janitorial services to 34 buildings in the greater Charleston, SC area. The buildings are cleaned by our janitors between 5pm - 11pm Monday through Friday. Tyson & Margaret Marlow are the sole owners. The business opportunity creates a passive revenue stream for Marlow's. Tyson Marlow is the manager of the LLC for state filing reasons and tax reporting. 3. WINDSOME PLACE LLC, POSITION: Owner NATURE: This LLC was created for liability protection. The LLC consists on only One (1) single family residence rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2021, ADDRESS: 1187 Moss Bluff, Mount Pleasant SC 29464. DESCRIPTION: Property Owner. Make sure the house meets the requirements to be a rental property. Handle Rental Agreements. 4. ASTOR DRIVE LLC, POSITION: Owner NATURE: The LLC consists of one (1) single family residential rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: START DATE: 11/03/2021, ADDRESS: 1187 Moss Bluff, Mount Pleasant SC 29464, DESCRIPTION: Property Owner. Make sure house is properly prepared for rental tenants. Handle Leasing Agreements.
CRS (Client Relationship Summary) - RIA
Click below to view Tyson Mcginn Marlow's 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®
NoneExperience
Current
August 29, 2023 - Present
QUARTZ PARTNERS INVESTMENT MANAGEMENT
Office #1: 1156 Bowman Road Suite 200, Mount Pleasant, SC 29464RIA
CRD#: 174327
Mount Pleasant, SC
Past
November 13, 2014 - August 30, 2023
KALOS MANAGEMENT
RIA
CRD#: 133025
Mount Pleasant, SC
Past
November 13, 2014 - September 23, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Mount Pleasant, SC
Past
July 30, 2007 - November 13, 2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
CHARLESTON, SC
Past
June 21, 2007 - November 13, 2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
CHARLESTON, SC
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
South Carolina(8/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19 Railroad Place Suite 202, Saratoga Springs, NY 12866
Mailing Address
Phone number
(800) 433-0422
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,124 |
| AUM (Assets Under Management) | $ 281,034,901 |
Red Flags
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