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Richard Daniel Houghton

Partners Capital Services, Inc.

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About Richard Daniel Houghton

Richard Houghton is a registered investment advisor representative with Partners Capital Services, Inc. Richard has been in the financial services industry since 1984. Richard is registered in several states, including Alabama, California, Florida, Georgia, Louisiana, New Mexico, New York, Pennsylvania, Puerto Rico and South Carolina. Richard has experience working with clients of various types, including individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. Richard is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Richard Houghton 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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Richard Houghton’s Registration & Firm History

NY

04/16/2024 - Present

Partners Capital Services, Inc. (HAUPPAUGE NY)

GA

01/17/2012 - 02/01/2013

L.M. KOHN & COMPANY (ATLANTA GA)

GA

01/16/2004 - 01/19/2012

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

MO

06/15/2002 - 01/30/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

02/13/1991 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NY

03/09/1988 - 02/21/1991

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NA

01/25/1984 - 03/16/1988

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 08/02/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Richard Daniel Houghton. Review regulatory record here.
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