Steven
Schneider
Partners Capital Services, Inc
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About this Advisor
Steven Schneider is a financial advisor who works out of Hauppauge, New York, with 8 years of industry experience. Schneider currently works for Partners Capital Services, Inc. They have spent the entirety of their career at Partners Capital Services, Inc. Schneider holds Series 66 and Series 63 licenses, which qualify them as a securities broker, and is able to advise clients in California and New York. Partners Capital Services, Inc is a financial advisory business headquartered in Hauppauge, NY. The firm has a total of 20 employees. It administers $114 million in total assets between its 298 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 298 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets. The business has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on the type of services. However, fee types charged by Partners Capital Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Partners Capital Services, Inc Brokerage Details
$114,003,524
20
298
$382,562
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Schneider Work History
Steven has been registered as a financial advisor for 8 years.*
American Capital Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Schneider 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
Boynton Beach, FL
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
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