AdvisorOS Directory
Claim Profile
Unclaimed Profile
SS

Steven Andrew Schneider

PARTNERS CAPITAL SERVICES, INC.·HAUPPAUGE, New York
PARTNERS CAPITAL SERVICES, INC.
205 OSER AVE, HAUPPAUGE, NY 11788CRD# 6205010Firm CRD# 127621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Andrew Schneider · HAUPPAUGE, NY
Registration
CRD #6205010 · PARTNERS CAPITAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Steven Andrew Schneider is a registered financial advisor based in HAUPPAUGE, New York, affiliated with PARTNERS CAPITAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PARTNERS CAPITAL SERVICES, INC.
PARTNERS CAPITAL SERVICES, INC.
AUM
$139M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at PARTNERS CAPITAL SERVICES, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6205010
Firm CRD# 127621
View on FINRA BrokerCheck →

Looking for a financial advisor in HAUPPAUGE?

Browse all registered financial advisors in HAUPPAUGE, New York or claim this profile if it's yours.

Browse HAUPPAUGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Steven Andrew Schneider offer?
Steven Andrew Schneider specializes in Investment Management, Fee-Only Advisory. Contact their office in HAUPPAUGE, New York for a consultation.
What are Steven Andrew Schneider's credentials?
Steven Andrew Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Andrew Schneider located?
Steven Andrew Schneider is based in HAUPPAUGE, New York, working with PARTNERS CAPITAL SERVICES, INC.. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.
How does Steven Andrew Schneider charge for services?
Steven Andrew Schneider's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS CAPITAL SERVICES, INC.?
PARTNERS CAPITAL SERVICES, INC. has approximately 18 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PARTNERS CAPITAL SERVICES, INC.

Anthony Michael Gardini
HAUPPAUGE, NY
Edward Michael Cahill
HAUPPAUGE, NY

More Advisors in HAUPPAUGE, New York

Gerard Nmn Barrasso
UNITED FINANCIAL PLANNING GROUP LLC·HAUPPAUGE, NY
Michael Scott Russo
CFM ADVISORS INC·HAUPPAUGE, NY
Anthony Michael Ward
CFM ADVISORS INC·HAUPPAUGE, NY
Gary Gettenberg
BENJAMIN SECURITIES, INC.·HAUPPAUGE, NY
Michael Robert Belfiore
FIRST EMPIRE ASSET MANAGEMENT, INC·HAUPPAUGE, NY
Buddy Martin Levy
NESTEGG ADVISORS, INC.·HAUPPAUGE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile