Eric Michael Reed
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 ManagementJan 2026 to now
- EticoJan 2026 to now
- Quartz PartnersJan 2026 to now
- Audible Financial GroupOct 2021 to now
- MML Investors Services, LLCSep 2022 to Dec 2025
- Massmutual Life Insurance CoJun 2018 to Dec 2025
- Nylife SecuritiesMar 2015 to Sep 2022
- New York Life Insurance CoJun 2014 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6348433
- Firm CRD
- 174327