Eric Michael Reed
Financial advisor at Quartz Partners, LLC · Mckinney, TX
Last updated 2026-10-10
Claim your profileEric Michael Reed is a financial advisor at Quartz Partners, LLC in Mckinney, TX, CRD 6348433. Licenses and exams on the registration: Series 63, Series 65. First registered 2023-03-16.
Registration
- CRD number
- 6348433
- Registration status
- Active
- First registered
- 2023-03-16
- Years of experience
- 12
- States registered
- TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-03 to 2022-09 · Nylife Securities · Dallas, TX
- 2014-06 to 2022-09 · New York Life Insurance Co · Dallas, TX
- 2021-10 to Present · Audible Financial Group · Dallas, TX
- 2022-09 to 2025-12 · MML Investors Services, LLC · Mckinney, TX
- 2018-06 to 2025-12 · Massmutual Life Insurance Co · Mckinney, TX
- 2026-01 to Present · Etico · Saratoga Springs, NY
- 2026-01 to Present · Quartz Partners · Saratoga Springs, NY
Current employment
- Quartz Partners Investment Management · Saratoga Springs, NY
Quartz Partners, LLC
- Regulatory AUM
- $611,945,874
- Registered advisors
- 29
- Offices
- 23
- Clients per advisor
- 26.6 (Low)
- Average AUM per client
- $792.7K (Low)
- High-net-worth client ratio
- 11.4% (Low)
Quartz Partners, LLC: advisors, services and reported ETF investments
Reported ETF positions
Quartz Partners reports 115 ETF positions worth $147.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPHY — State Street SPDR Portfolio High Yield Bond ETF | $11M |
| IVV — iShares Core S&P 500 ETF | $10M |
| QQQ — Invesco QQQ Trust, Series 1 | $6.9M |
| SPY — SPDR S&P 500 ETF TRUST | $6.5M |
| VOO — Vanguard S&P 500 ETF | $6.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Quartz Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $968.2K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $968.2K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $305.3K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $626.9K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Quartz Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
300 E. Davis St, Mckinney, TX 75069
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-433-0422
- Website: eticofinancial.com
Official record
Are you Eric Michael Reed?
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