Steven Andrew Schneider
Investment Adviser Representative at Partners Capital Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Andrew Schneider is an investment adviser representative with Partners Capital Services, Inc. in Hauppauge, NY, where they have been registered since 2015. They have worked in the securities industry since 2013. They have passed 9 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and New York.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, New York
- Broker:
13 states and territories
California, Florida, Hawaii, Kansas, Michigan, Mississippi, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American Capital Partners, LLCOct 2012 – no end date reportedHauppauge, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Partners Capital Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $5,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Individual portfolio management, personal investment policy development, continuous investment advice based on client goals and objectives, account supervision, and Portfolio Management Services through Third Party Managers, utilizing the RBC Clearing and Custody Wealth Management Platform.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Hauppauge, NY
- Founded:
- 2004
- SEC file number:
- 801-79450
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 27, 2026
View full firm profileOther advisors at Partners Capital Services, Inc.
Showing 12 of 14 in the directory
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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.
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