JL
Joseph Leo
from Quartz Partners Investment Management
Joseph Leo is a financial advisor based in New York, Saratoga Springs,
with 19 years of experience. Joseph currently works for
Quartz Partners Investment Management.
Joseph maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Leo works at Quartz Partners Investment Management
Quartz Partners Investment Management is a financial advisory firm based in Saratoga Springs, New York. It currently has approximately $200,033,694 of assets under management and employs about 22 people. Quartz Partners Investment Management uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
19 Railroad Place, Suite 202, Saratoga Springs, New York, 12866
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