Joshua Tyler Gilbert
Investment adviser representative at Quartz Partners Investment Management
11 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
11 years in the industry.
- Quartz Partners Investment ManagementJul 2025 to now
- Etico Partners, LLCJul 2025 to now
- Brighton SecuritiesMar 2021 to Jul 2025
- UnemployedAug 2020 to Mar 2021
- Wells Fargo Clearing Services LLCJun 2017 to Aug 2020
- MassmutualAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6578136
- Firm CRD
- 174327