Monty L. Mccurley

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Collierville, TN

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CRD#: 5738036

Professional summary

Monty Leon Mccurley is a registered financial advisor currently at QUARTZ PARTNERS INVESTMENT MANAGEMENT located in Collierville, Tennessee.

Monty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Monty has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 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.

HIGH POINT FINANCIAL GROUP; investment-related ; 6600 POPLAR AVE STE 250 MEMPHIS, TN 38119; INSURANCE PRODUCTS; OWNER; 09/2022; 20 HOURS/MONTH SPENT ON OTHER BUSINESS; 20 DURING TRADING HOURS; OFFER ANNUTITIES, LIFE INSURANCE, LONG TERM CARE AND OTHER INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monty Leon Mccurley'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

October 13, 2025 - Present

QUARTZ PARTNERS INVESTMENT MANAGEMENT

RIA

CRD#: 174327

Collierville, TN

Past

April 14, 2025 - September 2, 2025

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

MEMPHIS, TN

Past

June 17, 2024 - January 17, 2025

AMERICAN ELITE ADVISORY

RIA

CRD#: 212513

Oxford, AR

Past

January 3, 2022 - September 1, 2022

BISON WEALTH, LLC

RIA

CRD#: 299805

Springfield, MO

Past

September 23, 2021 - January 4, 2022

AMERICAN ELITE ADVISORY

RIA

CRD#: 212513

Rogersville, MO

Past

November 11, 2016 - October 17, 2019

FARMERS FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 103863

BATESVILLE, AR

Past

April 4, 2016 - October 17, 2019

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

BATESVILLE, AR

Past

February 2, 2016 - March 23, 2016

NYLIFE SECURITIES LLC

CRD#: 5167

OVERLAND PARK, KS

Past

September 15, 2015 - September 30, 2015

PRINCIPAL SECURITIES, INC.

CRD#: 1137

CHESTERFIELD, MO

Past

April 17, 2015 - May 25, 2015

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

MOUNTAIN HOME, AR

Past

April 17, 2015 - May 25, 2015

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

MOUNTAIN HOME, AR

Past

January 8, 2015 - April 22, 2015

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

LITTLE ROCK, AR

Past

December 12, 2014 - April 22, 2015

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LITTLE ROCK, AR

Past

November 4, 2014 - December 23, 2014

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LITTLE ROCK, AR

Past

November 4, 2014 - December 23, 2014

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

LITTLE ROCK, AR

Past

August 20, 2014 - November 5, 2014

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

BENTONVILLE, AR

Past

August 20, 2014 - November 5, 2014

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

BENTONVILLE, AR

Past

May 21, 2014 - August 15, 2014

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

February 15, 2010 - May 21, 2014

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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".

QUARTZ PARTNERS INVESTMENT 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

New York
(10/15/2025)

IAR

South Carolina
(10/16/2025)

IAR

Tennessee
(10/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/5/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/12/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

QUARTZ PARTNERS INVESTMENT MANAGEMENT

CRD#: 174327 / SEC#: 801-80822

RIA

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

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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

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QUARTZ PARTNERS ADV PART 2A: CLIENT BROCHURE (3/31/2025)

QUARTZ PARTNERS WRAP BROCHURE (3/31/2025)

ETICO ADV 2A PRIVATE CLIENT BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,124
AUM (Assets Under Management)	$ 281,034,901

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.

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Firm Stability Insights

Monty L. Mccurley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monty Leon Mccurley's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATIONS INVESTMENT ADVISORS LLC

AMERICAN ELITE ADVISORY

BISON WEALTH, LLC

AMERICAN ELITE ADVISORY

FARMERS FINANCIAL SOLUTIONS, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

NYLIFE SECURITIES LLC

PRINCIPAL SECURITIES, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

EDWARD JONES

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

QUARTZ PARTNERS INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2014

Series 63

Date: 3/5/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/24/2014

Series 6

Date: 2/12/2010

Current Firm

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUARTZ PARTNERS INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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