Stephen Howard Lulla

Financial advisor at Quartz Partners, LLC · Saratoga Springs, NY

Last updated 2026-10-10

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Stephen Howard Lulla is a financial advisor at Quartz Partners, LLC in Saratoga Springs, NY, CRD 1365623. Licenses and exams on the registration: Series 65. IAPD registration began 2021-08-31.

Registration

CRD number
1365623
Registration status
Active
IAPD registration
2021-08-31
Industry Experience
5 years
Work Experience
10 years
States registered
NY

Licenses and exams

  • Series 65

Work history

  • 2015-12 to 2017-12 · Weatherhelm Capital Management LLC · Cambridge, NY
  • 2017-12 to 2026-06 · Maidstone Wealth Management LLC · Cambridge, NY
  • 2018-03 to 2026-06 · Maidstone Wealth Management, LLC · Cambridge, NY
  • 2026-06 to Present · Quartz Partners LLC · Saratoga Springs, NY

Current employment

SEC IAPD record for Stephen Howard Lulla

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

About

Stephen Howard Lulla is a financial advisor at Quartz Partners Investment Management, operating as Quartz Partners, LLC in Saratoga Springs, NY. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 10 years of reported work history. Reported roles include Quartz Partners LLC, Weatherhelm Capital Management LLC, among others.

Quartz Partners, LLC's firm-level Form ADV reports 29 advisors across 23 offices; approximately 26.6 clients per advisor, average assets per client of $792,676, and regulatory AUM of $611.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Other Advisory Service.

PortfolioFuture's firm-level 13F analysis covers $147.9M across 115 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Stephen Howard Lulla personally.

Reported ETF positions

Quartz Partners reports 115 ETF positions worth $147.9M on Form 13F; the largest are listed.

Largest ETF positions reported by Quartz Partners
FundReported 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.

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

85 Railroad Place, Saratoga Springs, NY 12866

24 advisors at this office.

Quartz Partners office in Saratoga Springs, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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