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Robert G. Dahroug

Partners Capital Services, Inc.

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About Robert G. Dahroug

Robert Dahroug is a financial professional with over 20 years of experience in the financial services industry. Robert Dahroug is currently registered with Partners Capital Services, Inc. in New York, Florida and Ohio. Robert Dahroug holds the Series 63, 65, 7 and SIE securities licenses. Robert Dahroug has been with Partners Capital Services, Inc. since August 2020. Prior to that, Robert Dahroug was employed by J.P. MORGAN SECURITIES LLC and TD AMERITRADE, INC. Robert Dahroug has a strong background in providing investment advisory services to individuals, high net worth individuals, trusts, corporations, and pension and profit sharing plans.

Firm Information

Robert Dahroug 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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Robert Dahroug’s Registration & Firm History

NY

05/27/2022 - Present

Partners Capital Services, Inc. (HAUPPAUGE NY)

NY

03/05/2014 - 09/11/2020

J.P. MORGAN SECURITIES LLC (FOREST HILLS NY)

NY

01/30/2013 - 03/18/2014

TD AMERITRADE, INC. (GREAT NECK NY)

NY

10/01/2012 - 01/04/2013

J.P. MORGAN SECURITIES LLC (FAR ROCKAWAY NY)

NY

09/18/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (ROCKAWAY PARK NY)

NY

09/22/2006 - 05/22/2007

LADENBURG THALMANN & CO. INC. (MELVILLE NY)

NY

11/03/2005 - 10/10/2006

METLIFE SECURITIES INC. (HAUPPAUGE NY)

NY

11/03/2005 - 10/10/2006

METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)

NY

08/27/2003 - 05/09/2005

MORGAN WILSHIRE SECURITIES, INC. (GARDEN CITY NY)

FL

05/15/2003 - 07/31/2003

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NY

12/05/2000 - 05/04/2001

GBI CAPITAL PARTNERS INC. (BETHPAGE NY)

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Licenses & Designations

IA

Issued 05/09/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Robert G. Dahroug. Review regulatory record here.
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