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Steven Andrew Schneider

PARTNERS CAPITAL SERVICES, INC.·HAUPPAUGE, New York
Unclaimed Profile
205 OSER AVE, HAUPPAUGE, NY 11788CRD# 6205010Firm CRD# 127621
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
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
3 disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in HAUPPAUGE
John Charles Gardini — ACP VENTURE CAPITAL MANAGEMENT FUND LLCJohn David Caffrey — CASTLE ASSET MANAGEMENT, LLCDaniel Charles Weber — ROSEMARK ADVISORS, INC.Gary Gettenberg — BENJAMIN SECURITIES, INC.Edward Michael Cahill — PARTNERS CAPITAL SERVICES, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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