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Lawrence Just

Partners Capital Services, Inc.

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About Lawrence Just

Lawrence Just is a financial advisor who has been in the industry since 2015. Lawrence is currently registered with Partners Capital Services, Inc. in Hauppauge, NY, where Lawrence has been employed since 2023. Lawrence has previously worked for Ameriprise Financial Services, LLC, Morgan Stanley, and NYLIFE Securities LLC. Lawrence offers services such as selection of other advisors and portfolio management for individuals.

Firm Information

Lawrence Just is currently registered with Partners Capital Services, Inc.. Partners Capital Services, Inc. is a registered investment adviser headquartered in Hauppauge, NY. They provide portfolio management services for individuals and businesses, as well as selection of other advisers. The firm manages over $138 million in assets for 296 accounts, including high-net-worth individuals, trusts, corporations, and pension plans. They also participate in wrap fee programs.
Partners Capital Services, Inc.

205 OSER AVE

HAUPPAUGE, NY 11788

$138.82M

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence Just’s Registration & Firm History

NY

01/09/2023 - Present

Partners Capital Services, Inc. (HAUPPAUGE NY)

NY

08/01/2018 - 11/07/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Hauppauge NY)

NY

06/09/2016 - 07/06/2017

MORGAN STANLEY (MELVILLE NY)

NY

02/19/2014 - 05/17/2016

NYLIFE SECURITIES LLC (MEDFORD NY)

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Licenses & Designations

BOTH

Issued 06/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Lawrence Just. Review regulatory record here.
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