Joshua Gilbert has been Chief Compliance Officer of Quartz Partners since July 2025, is not listed as a control person, but directly owns under 5% of the firm.
Quartz Partners, LLC is a Saratoga Springs, NY firm with $612M under management, 772 clients and 22 advisers across 13 offices, as of its June 2026 filing.
Joshua Gilbert’s longest registration was 4 years at Brighton Securities Corp. (2021–2025). Before joining Quartz Partners in 2025, Joshua Gilbert was registered through Brighton Securities Corp. and Wells Fargo Clearing Services, LLC.
- – present · 1 yearSaratoga Springs, NY · Adviser representative · Firm CRD 174327
- Brighton Securities Corp.– · 4 yearsRochester, NY · Adviser representative · Firm CRD 3875
- Wells Fargo Clearing Services, LLC– · 2 yearsPittsford, NY · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Joshua Gilbert is registered as an investment adviser representative in New York, since July 2025.
- New YorkSince 16 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 8 March 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 September 2017 |
| Series 7 | General Securities Representative Examination | 28 August 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 February 2016 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joshua Tyler Gilbert
- CRD
- 6578136
- Firm
- Quartz Partners · CRD 174327
- Role
- Chief Compliance Officer
- Office
- 85 RAILROAD PLACE, SUITE 101A, Saratoga Springs, NY 12866
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Gilbert work?
Joshua Gilbert has been Chief Compliance Officer of Quartz Partners, LLC since July 2025.
Is Joshua Gilbert a financial advisor?
Yes. Joshua Gilbert has a current investment-adviser registration in New York, through Quartz Partners since July 2025.
How many years of experience does Joshua Gilbert have?
Joshua Gilbert has 9 years in the financial industry, since November 2016, across 3 adviser firms.
What exams has Joshua Gilbert passed?
Joshua Gilbert has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in February 2016. FINRA credited Joshua Gilbert with the SIE, which began in October 2018.
Where did Joshua Gilbert work before Quartz Partners?
Before Quartz Partners, Joshua Gilbert was registered through Brighton Securities Corp., April 2021 to July 2025; Wells Fargo Clearing Services, LLC, September 2017 to August 2020.
Where is Joshua Gilbert based?
Joshua Gilbert’s registered office is in Saratoga Springs, NY.
Is Joshua Gilbert registered with FINRA?
Yes. Joshua Gilbert has a current broker registration, under CRD 6578136.
Source: FINRA BrokerCheck
How can I verify Joshua Gilbert’s record?
Search CRD 6578136 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Gilbert’s full registration record.
