Benjamin Christian Gerald
Investment adviser representative at Quartz Partners Investment Management
17 yearsExperience
3 statesRegistered in
$611.9MFirm assets
11 yearsFirm in business
Are you Benjamin Christian Gerald? Claim your profile
Contact this firm
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
17 years in the industry.
- Ntxgen AdvisorsJul 2025 to now
- Quartz Partners Investment ManagementMay 2025 to now
- Etico PartnersMay 2025 to now
- Audible Financial Group, LLCAug 2021 to now
- MML Investors Services, LLCSep 2022 to May 2025
- Eagle Strategies LLCMay 2022 to Sep 2022
- New York Life Insurance CompanyApr 2021 to Sep 2022
- Nylife Securities LLCApr 2021 to Sep 2022
- UnemployedDec 2020 to Apr 2021
- Liferoc, LLCMar 2020 to Dec 2020
- Massmutual Life Insurance CoJan 2013 to May 2025
- New York Life Insurance CompanyAug 2009 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
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
- 5665990
- Firm CRD
- 174327