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Michael Richard Mauskopf

Partners Capital Services, Inc.

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About Michael Richard Mauskopf

Michael Richard Mauskopf is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Partners Capital Services, Inc. in Boynton Beach, Florida and Hauppauge, New York. Michael has a Series 65, Series 63, Series 7, and SIE licenses and specializes in providing investment advisory services to individuals, corporations, and other clients.

Firm Information

Michael Mauskopf 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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Michael Mauskopf’s Registration & Firm History

FL

02/27/2018 - Present

Partners Capital Services, Inc. (Boynton Beach FL)

GA

01/17/2012 - 01/31/2013

L.M. KOHN & COMPANY (ATLANTA GA)

GA

04/23/2003 - 01/17/2012

MIDSOUTH CAPITAL, INC. (ATLANTA GA)

NY

03/05/1993 - 04/30/2003

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

06/21/1988 - 03/25/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

06/23/1987 - 06/25/1988

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 01/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 5 public disclosures for Michael Richard Mauskopf. Review regulatory record here.
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