Joseph William Arena
Investment adviser representative at Quartz Partners Investment Management
11 yearsExperience
10 statesRegistered 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
11 years in the industry.
- Etico Wealth ManagementJul 2022 to now
- Quartz Partners Investment ManagementJan 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 10 states (CA, CO, FL, HI, NE, NY, OH, PA, TX, WA).
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
- 4997368
- Firm CRD
- 174327