Anthony F Spencer
Investment adviser representative at Quartz Partners Investment Management
10 yearsExperience
2 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
10 years in the industry.
- Quartz Partners Investment ManagementMar 2025 to now
- Etico Partners, LLCFeb 2025 to now
- Guardian Life InsuranceFeb 2024 to Feb 2025
- Park Avenue SecuritiesFeb 2024 to Feb 2025
- Wealth Advisory Group LLCNov 2023 to Feb 2024
- Forthright Capital AdvisoryApr 2023 to Oct 2023
- Forthright Capital PartnersApr 2023 to Oct 2023
- Nylife Securities LLCJul 2020 to Apr 2023
- New York LifeFeb 2016 to Apr 2023
- Nylife Distributors LLCFeb 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 6330413
- Firm CRD
- 174327