Morgan Stanley
43yrs
Top advisor by experience in Saratoga Springs
20yrs
Kyle Webber
Full name on record: Kyle Patrick Webber
Financial advisor at Quartz Partners Investment Management
Kyle Webber is a fiduciary financial advisor in Saratoga Springs, New York, with 20 years in the industry. After a year at Etico Wealth Management and three years at Pageone Financial, Kyle joined Quartz Partners Investment Management in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Quartz Partners Investment Management reports being paid through a percentage of assets and flat fees.
One of 260 advisors with offices in Saratoga Springs, and one of 232 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors in Saratoga Springs
Office85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$486,570
Advisors at the firm29
States licensed ?2 states
Services through Quartz Partners Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2022 – Dec 2023Etico Wealth Management LLCPreviously
- 2015 – nowQuartz Partners Investment ManagementCurrent firm
- 2012 – 2014Pageone Financial, Inc.Previously
- Nov 2009 – Apr 2011Castle Strategies, LLCPreviously
- Oct 2009 – Nov 2009Timberline Financial Group, Inc.Previously
Contact Kyle
(800) 433-0422Quartz Partners Investment Management main office 85 Railroad Place Suite 101aSaratoga Springs, NY 12866Office · Get directions LinkedIn pageQuartz Partners Investment Management
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Quartz Partners Investment Management at (800) 433-0422 and ask for Kyle Webber. Kyle works from the Saratoga Springs, NY office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2006, about 20 years. More experience than 62% of advisors in Saratoga Springs.
What licenses does Kyle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Quartz Partners Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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