Partners Capital Services, Inc.

Partners Capital Services, Inc. (CRD# 127621) is a financial advisory firm headquartered in Hauppauge, NY. They manage $35,000,000 in 114 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $307,018
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, CT, DC, FL, GA, IL, KY, LA, MD, ME, NC, NJ, NM, NY, OH, PA, SC, SD, TX, VA, WA

Financial Advisors at Partners Capital Services, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Dabney M. Daniel
CRD#: 2359050
Atlanta, GA
96
Wealthminder
score

Dabney Daniel (CRD# 2359050) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry. Dabney Daniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John C. Gardini
CRD#: 2408960
205 Oser Ave, Hauppauge, NY 11788
93
Wealthminder
score

John Gardini (CRD# 2408960) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 23 years of experience in the finance industry.

3
Ronald G. Garney
CRD#: 2117430
205 Oser Ave, Hauppauge, NY 11788
93
Wealthminder
score

Ronald Garney (CRD# 2117430) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 25 years of experience in the finance industry.

4
Jose R. Marmol
CRD#: 2744542
205 Oser Ave, Hauppauge, NY 11788
93
Wealthminder
score

Jose Marmol (CRD# 2744542) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 21 years of experience in the finance industry.

5
Thomas C. Judge
CRD#: 2730426
205 Oser Ave, Hauppauge, NY 11788
90
Wealthminder
score

Thomas Judge (CRD# 2730426) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 21 years of experience in the finance industry.

6
Firman Leung
CRD#: 1414202
205 Oser Ave, Hauppauge, NY 11788
90
Wealthminder
score

Firman Leung (CRD# 1414202) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 26 years of experience in the finance industry.

7
Justin P. Willig
CRD#: 6568608
205 Oser Ave, Hauppauge, NY 11788
90
Wealthminder
score

Justin Willig (CRD# 6568608) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has 1 year of experience in the finance industry.

8
Steven A. Schneider
CRD#: 6205010
205 Oser Ave, Hauppauge, NY 11788
89
Wealthminder
score

Steven Schneider (CRD# 6205010) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 4 years of experience in the finance industry.

9
Samantha A. Gueits
CRD#: 6036615
205 Oser Ave, Hauppauge, NY 11788
87
Wealthminder
score

Samantha Gueits (CRD# 6036615) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 2 years of experience in the finance industry.

10
Edward M. Cahill
CRD#: 2310758
205 Oser Ave, Hauppauge, NY 11788
83
Wealthminder
score

Edward Cahill (CRD# 2310758) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 24 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.