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Michael Montelli

Investment Adviser Representative at PARTNERS CAPITAL SERVICES, INC.

Hauppauge, NYCRD #1930904Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
43 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 43 states
AlabamaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaIowaKansasKentuckyLouisianaMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTexasUtahVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/26/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 3/29/1989
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/18/1989
Series 24
General Securities Principal Examination
Passed 9/10/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Partners Capital Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PARTNERS CAPITAL SERVICES, INC.Current
9/17/2019Hauppauge, NY
MILESTONE FINANCIAL SERVICES, INC.
5/19/19998/6/2002Bohemia, NY
ROYCE INVESTMENT GROUP, INC.
11/12/19965/24/1999Woodbury, NY
KENSINGTON WELLS INCORPORATED
2/9/199511/19/1996
RICKEL & ASSOCIATES, INC.
1/20/19951/26/1995New York, NY
SOUTH RICHMOND SECURITIES, INC.
1/19/19901/19/1995
J. T. MORAN & CO., INC.
3/21/19892/21/1990

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Montelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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