Richard
Houghton

Partners Capital Services, Inc

CRD#1224746
Investment Advisor
in Hauppauge, NY

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About this Advisor

Richard Houghton is a financial advisor based in Hauppauge, New York, working with Partners Capital Services, Inc. Richard has previously held positions at L.M. Kohn & Company and American Capital Partners, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Florida, Georgia, Louisiana, and South Carolina. Currently, Richard 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 selection of other advisers. The fee structure at Partners Capital Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, 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

Richard Houghton Work History

2013 - Present (11 years)

American Capital Partners, LLC

2012 - Present (12 years)

L.M. Kohn & Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Houghton 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
Richard Houghton
Hauppauge, NY
Steven Schneider
Hauppauge, NY
Ronald Garney
Hauppauge, NY
Thomas Judge
Hauppauge, NY
Frank Palumbo
Hauppauge, NY

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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