AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MM

Monty L. Mccurley

QUARTZ PARTNERS INVESTMENT MANAGEMENT
Collierville, TN
CRD#: 5738036
Some features on this profile are disabled
MM
Monty Leon MccurleyQUARTZ PARTNERS INVESTMENT MANAGEMENT

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.
The advisor shows no other business activity.

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

BD
CRD#: 103863
BATESVILLE, AR
Past

February 2, 2016 - March 23, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
OVERLAND PARK, KS
Past

September 15, 2015 - September 30, 2015

PRINCIPAL SECURITIES, INC.

BD
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.

BD
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

BD
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.

BD
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

BD
CRD#: 18272
BENTONVILLE, AR
Past

May 21, 2014 - August 15, 2014

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

February 15, 2010 - May 21, 2014

STATE FARM VP MANAGEMENT CORP.

BD
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".
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
New York
(10/15/2025)
IAR
South Carolina
(10/16/2025)
IAR
Tennessee
(10/13/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/5/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/24/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/12/2010
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)
Loading...

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)

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#: 174327Collierville, TN

TRUST BUT VERIFY

Monitor Monty Mccurley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.