Partners Capital Services, Inc.
Partners Capital Services, Inc. (CRD# 127621) is a financial advisory firm headquartered in Hauppauge, NY. They manage $138,817,638 in 296 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management139MILLION
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Total Number of Accounts296ACCOUNTS
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Average Account Value$468,979
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OH, PA, SC, SD, TX, VA, VT, WA
Frank Palumbo (CRD# 2165975) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 31 years of experience in the finance industry.
Steven Schneider (CRD# 6205010) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 10 years of experience in the finance industry.
Brian Bohnaker (CRD# 1859029) 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.
Michael Montelli (CRD# 1930904) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 35 years of experience in the finance industry.
William Wojtusiak (CRD# 5070010) is an Investment Advisor Representative working at Partners Capital Services, Inc. in Hauppauge, NY and has over 18 years of experience in the finance industry.
Jason Zahtila (CRD# 4009691) 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.