George Dennis Lex
Investment adviser representative at Quartz Partners Investment Management
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$611.9MFirm assets
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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
16 years in the industry.
- Quartz Partners Investment ManagementApr 2023 to now
- Etico Partners, LLCJan 2018 to now
- Etico Wealth Management LLCJan 2010 to now
- Dinosaur SecuritesJan 2010 to Jan 2018
- Dinosaur SecuritiesJan 2010 to Jan 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2755908
- Firm CRD
- 174327