Michael Montelli has been an investment adviser representative at Partners Capital Services since September 2019, and is not listed among the firm’s executive officers or direct owners.
Partners Capital Services, Inc. is a Hauppauge, NY firm with $109M under management, 238 clients and 12 advisers across 2 offices, as of its February 2026 filing.
- – present · 7 yearsHauppauge, NY · Adviser representative · Firm CRD 127621
Investment adviser representative registrations
Michael Montelli is registered as an investment adviser representative in 2 states. The first approvals date from September 2019; the most recent is New York, in April 2021.
- New JerseySince 17 September 2019
- New YorkSince 13 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 March 2018 |
| Series 24 | General Securities Principal Examination | 10 September 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 March 1989 |
| Series 7 | General Securities Representative Examination | 18 March 1989 |
- Name
- Operations Professional Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1930904
- Firm
- Partners Capital Services · CRD 127621
- Office
- 205 OSER AVE, Hauppauge, NY 11788
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Montelli work?
Michael Montelli is an investment adviser representative registered through Partners Capital Services, Inc. since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Michael Montelli a financial advisor?
Yes. Michael Montelli has a current investment-adviser registration in New Jersey and New York, through Partners Capital Services since September 2019.
How many years of experience does Michael Montelli have?
Michael Montelli has 37 years in the financial industry, since April 1989, across 1 adviser firm.
What exams has Michael Montelli passed?
Michael Montelli has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 66, Series 99TO and Series 79TO. The earliest, the Series 7, was passed in March 1989. FINRA credited Michael Montelli with the SIE, which began in October 2018.
Where is Michael Montelli based?
Michael Montelli’s registered office is in Hauppauge, NY.
Is Michael Montelli registered with FINRA?
Yes. Michael Montelli has a current broker registration, under CRD 1930904.
Source: FINRA BrokerCheck
How can I verify Michael Montelli’s record?
Search CRD 1930904 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Montelli’s full registration record.