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Financial ADVSR advisor directory · SEC adviser records

Partners Capital Services, Inc. financial advisors in Hauppauge, NY

Every SEC-registered investment adviser representative at a Partners Capital Services, Inc. office in Hauppauge, A to Z.

The short answer

12 registered advisors work at Partners Capital Services, Inc. in Hauppauge, out of 12 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 12 are also registered broker representatives.

Partners Capital Services, Inc. advisors in Hauppauge, A to Z

Every Partners Capital Services, Inc. advisor →

Partners Capital Services, Inc. advisors in every city and state →Partners Capital Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Hauppauge

All Hauppauge advisors →

Ameriprise Financial Services, LLC 52Morgan Stanley 41Equity Services, Inc. 32MML Investors Services, LLC 27Osaic Wealth, Inc. 27Stifel, Nicolaus & Company, Incorporated 21Lebenthal Global Advisors, LLC 14LPL Financial LLC 10Cetera Investment Advisers LLC 9Oppenheimer & Co. Inc. 9Gwn Securities Inc. 8Janney Montgomery Scott LLC 8

Questions

How many financial advisors does Partners Capital Services, Inc. have in Hauppauge?

12 investment adviser representatives are registered at Partners Capital Services, Inc. offices in Hauppauge, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.

Is Partners Capital Services, Inc. one of the largest advisor employers in Hauppauge?

Partners Capital Services, Inc. ranks number 8 in Hauppauge by registered advisors; Ameriprise Financial Services, LLC has the most, with 52.

How do I check a Partners Capital Services, Inc. advisor in Hauppauge?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Partners Capital Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.