Steven Schneider has been Chief Compliance Officer of Partners Capital Services since January 2023, is a control person of the firm and directly owns under 5% of it.
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 · 11 yearsHauppauge, NY · Adviser representative · Firm CRD 127621
Investment adviser representative registrations
Steven Schneider is registered as an investment adviser representative in 2 states. The first approvals date from August 2015; the most recent is New York, in April 2021.
- CaliforniaSince 26 August 2015
- New YorkSince 15 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 22 March 2023 |
| Series 99TO | Operations Professional Examination | 10 March 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 15 May 2015 |
| Series 4 | Registered Options Principal Examination | 24 November 2014 |
| Series 24 | General Securities Principal Examination | 20 February 2014 |
| Series 66 | Uniform Combined State Law Examination | 20 September 2013 |
| Series 7 | General Securities Representative Examination | 3 July 2013 |
- Name
- Compliance Officer Examination
- Name
- Operations Professional Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Andrew Schneider
- CRD
- 6205010
- Firm
- Partners Capital Services · CRD 127621
- Role
- Chief Compliance Officer
- Office
- 205 OSER AVE, Hauppauge, NY 11788
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Steven Schneider work?
Steven Schneider has been Chief Compliance Officer of Partners Capital Services, Inc. since January 2023, and is a control person of the firm.
Is Steven Schneider a financial advisor?
Yes. Steven Schneider has a current investment-adviser registration in California and New York, through Partners Capital Services since August 2015.
How many years of experience does Steven Schneider have?
Steven Schneider has 13 years in the financial industry, since July 2013, across 1 adviser firm.
What exams has Steven Schneider passed?
Steven Schneider has passed 8 licensing exams: the Series 7, Series 66, Series 24, Series 4, Series 87, Series 63, Series 99TO and Series 14. The earliest, the Series 7, was passed in July 2013. FINRA credited Steven Schneider with the SIE, which began in October 2018.
Where is Steven Schneider based?
Steven Schneider’s registered office is in Hauppauge, NY.
Is Steven Schneider registered with FINRA?
Yes. Steven Schneider has a current broker registration, under CRD 6205010.
Source: FINRA BrokerCheck
How can I verify Steven Schneider’s record?
Search CRD 6205010 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Schneider’s full registration record.