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Steven Andrew Schneider

Partners Capital Services, Inc.

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About Steven Andrew Schneider

Steven Andrew Schneider is a financial advisor at Partners Capital Services, Inc. Steven has been in the industry since 2013 and has experience in providing financial advice to individuals and businesses. Steven holds the following licenses: Series 7, Series 63, Series 66, Series 24, Series 4, Series 14, Series 87, Series 99TO, and SIE. Steven also holds an active investment advisor registration in both California and New York. Steven has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Steven Schneider 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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Steven Schneider’s Registration & Firm History

NY

04/15/2021 - Present

Partners Capital Services, Inc. (HAUPPAUGE NY)

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Licenses & Designations

BC

Issued 02/28/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/24/2014

Series 4 - Registered Options Principal Examination

BC

Issued 02/20/2014

Series 24 - General Securities Principal Examination

BC

Issued 03/10/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2015

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven Andrew Schneider.
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