Kyle Webber has been Managing Member, Chief Operating Officer of Quartz Partners since December 2014, is a control person of the firm and directly owns under 5% of it. Kyle Webber holds a Bachelor of Science in Financial Information Analysis from Clarkson University.
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.
Kyle Webber is Chief Operating Officer and a Portfolio Manager of Etico, the firm doing business as Etico Private Wealth, with over 18 years of experience in investment management. He serves on the Investment Committee, overseeing the firm's portfolio management strategies, and leads the firm's operations, distribution, advisor solutions and retirement plan initiatives. Before joining the firm he held leadership roles at PageOne Financial, including Executive Vice President and Portfolio Manager.
Kyle Webber’s longest registration is the current one, 11 years at Quartz Partners since 2015. Before joining Quartz Partners in 2015, Kyle Webber was registered through Pageone Financial, Inc. and Castle Strategies, LLC.
- Etico Wealth Management LLC– · 1 yearSaratoga Springs, NY · Adviser representative · Firm CRD 151046
- – present · 11 yearsSaratoga Springs, NY · Adviser representative · Firm CRD 174327
- Pageone Financial, Inc.– · 2 yearsMalta, NY · Adviser representative · Firm CRD 105340
- Castle Strategies, LLC– · 1 yearSeattle, WA · Adviser representative · Firm CRD 151502
- Timberline Financial Group, Inc– · under a yearHood River, OR · Adviser representative · Firm CRD 148906
Investment adviser representative registrations
Kyle Webber is registered as an investment adviser representative in 10 states, as a resident of Texas. The first approvals date from January 2015; the most recent is Hawaii, in May 2021.
- CaliforniaSince 11 March 2021
- ColoradoSince 9 April 2021
- FloridaSince 14 April 2021
- HawaiiSince 6 May 2021
- NebraskaSince 7 April 2021
- New YorkSince 1 April 2021
- OhioSince 11 March 2021
- PennsylvaniaSince 9 April 2021
- TexasResidentSince 27 January 2015
- WashingtonSince 2 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 October 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 March 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kyle Patrick Webber
- CRD
- 5093059
- Firm
- Quartz Partners · CRD 174327
- Role
- Managing Member, Chief Operating Officer
- Office
- 85 RAILROAD PLACE, SUITE 101A, Saratoga Springs, NY 12866
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eticofinancial.com
Where does Kyle Webber work?
Kyle Webber has been Managing Member, Chief Operating Officer of Quartz Partners, LLC since December 2014, and is a control person of the firm.
Is Kyle Webber a financial advisor?
Yes. Kyle Webber has a current investment-adviser registration in California, Colorado, Florida, Hawaii, Nebraska, New York, Ohio, Pennsylvania, Texas and Washington, through Quartz Partners since January 2015.
How many years of experience does Kyle Webber have?
Kyle Webber has 16 years in the financial industry, since August 2010, across 5 adviser firms.
What exams has Kyle Webber passed?
Kyle Webber has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2006.
Where did Kyle Webber work before Quartz Partners?
Before Quartz Partners, Kyle Webber was registered through Pageone Financial, Inc., January 2012 to December 2014; Castle Strategies, LLC, November 2009 to April 2011; Timberline Financial Group, Inc, October 2009 to November 2009.
Where is Kyle Webber based?
Kyle Webber’s registered office is in Saratoga Springs, NY.
Is Kyle Webber registered with FINRA?
No. Kyle Webber has no current broker registration.
How can I verify Kyle Webber’s record?
Search CRD 5093059 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Webber’s full registration record.
