Erik
Drewes

Partners Capital Services, Inc

CRD#2187363
Investment Advisor
in Hauppauge, NY

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About this Advisor

Erik Drewes is a financial advisor based in Hauppauge, New York, working with Partners Capital Services, Inc. Erik has previously held a position at Milestone Financial Services, Inc. Erik has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Florida, Minnesota, Missouri, New Mexico, New York, and South Carolina. Currently, Erik is part of Partners Capital Services, Inc, which operates out of Hauppauge, New York. The firm has 1 office and 18 employees. The firm manages assets totaling $138.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Partners Capital Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

205 Oser Ave
Hauppauge, NY 11788

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Partners Capital Services, Inc Brokerage Details

Total Assets Under Management

$138,817,638

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

296

NY Average: 3,892
Average Account Size

$468,979

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Erik Drewes Work History

1999 - Present (25 years)

Milestone Financial Services, Inc

Disclosures

Please visit the SEC profile of Erik Drewes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Partners Capital Services, Inc

Lawrence Just
Hauppauge, NY
Robert Dahroug
Hauppauge, NY
Michael Mauskopf
Boynton Beach, FL
Steven Schneider
Hauppauge, NY
Richard Houghton
Hauppauge, NY
Ronald Garney
Hauppauge, NY
Thomas Judge
Hauppauge, NY
Frank Palumbo
Hauppauge, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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