David Bossov
Investment adviser representative at Quartz Partners Investment Management
12 yearsExperience
1 stateRegistered in
$611.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Quartz Partners Investment ManagementApr 2025 to now
- Fifth Third BankJun 2023 to now
- Fifth Third SecuritiesJun 2023 to now
- Wells Fargo Clearing Services, LLCJul 2021 to Jun 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2021
- Morgan StanleyMar 2014 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Quartz Partners Investment Management
Legal name: Quartz Partners, LLC
$611.9MAssets managed
772Clients
28Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2200542
- Firm CRD
- 174327