AdFi
SA

Steven Andrew Schneider

Investment Adviser Representative at PARTNERS CAPITAL SERVICES, INC.

Hauppauge, NYCRD #6205010Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
13 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
CaliforniaFloridaHawaiiKansasMichiganMississippiNew YorkOklahomaOregonPennsylvaniaSouth CarolinaWashingtonWyoming
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/28/2019
Series 66
Uniform Combined State Law Examination
Passed 9/20/2013
Series 99
Operations Professional Examination
Passed 3/10/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 5/15/2015
Series 7
General Securities Representative Examination
Passed 7/3/2013
Series 14
Compliance Officer Examination
Passed 3/22/2023
Series 4
Registered Options Principal Examination
Passed 11/24/2014
Series 24
General Securities Principal Examination
Passed 2/20/2014

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
8/26/2015Hauppauge, NY

Official records & sources

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

Other advisors at PARTNERS CAPITAL SERVICES, INC.

Showing 12 of 14 in the directory

View PARTNERS CAPITAL SERVICES, INC. firm profile
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. Steven Andrew Schneider 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.

Steven Andrew Schneider - Financial Advisor in Hauppauge, NY | AdvisorFinder