MM
Michael Montelli
PARTNERS CAPITAL SERVICES
Hauppauge, NY 11788
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CRD#: 1930904
MM
Professional summary
Michael Montelli is a registered financial advisor currently at PARTNERS CAPITAL SERVICES, INC. located in Hauppauge, New York and AMERICAN CAPITAL PARTNERS, LLC located in Hauppauge, New York.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Michael has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RHINO PARTNERS LLC, HOLDING CO, VP 4 HOURS PER MONTH; PARTNERS CAPITAL SERVICES, INC - REGISTERED INVESTMENT ADVISOR, FEE BASED ADVISORY.
Mikimomo Inc - 1hr/month- Pass through Company for expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Montelli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 17, 2019 - Present
PARTNERS CAPITAL SERVICES, INC.
Office #1: 205 Oser Ave, Hauppauge, NY 11788RIA
CRD#: 127621
Hauppauge, NY
Current
July 5, 2002 - Present
AMERICAN CAPITAL PARTNERS, LLC
Office #1: 205 Oser Ave, Hauppauge, NY 11788BD
CRD#: 119249
Hauppauge, NY
Past
May 19, 1999 - August 6, 2002
MILESTONE FINANCIAL SERVICES, INC.
BD
CRD#: 43295
BOHEMIA, NY
Past
November 12, 1996 - May 24, 1999
ROYCE INVESTMENT GROUP, INC.
BD
CRD#: 10494
WOODBURY, NY
Past
February 9, 1995 - November 19, 1996
KENSINGTON WELLS INCORPORATED
BD
CRD#: 30570
Past
January 20, 1995 - January 26, 1995
RICKEL & ASSOCIATES, INC.
BD
CRD#: 7839
NEW YORK, NY
Past
January 19, 1990 - January 19, 1995
SOUTH RICHMOND SECURITIES, INC.
BD
CRD#: 14913
Past
March 21, 1989 - February 21, 1990
J. T. MORAN & CO., INC.
BD
CRD#: 15655
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PARTNERS CAPITAL SERVICES, INC.
PARTNERS CAPITAL SERVICES, INC | PARTNERS CAPITAL SERVICES, INC.
CRD#: 127621 / SEC#: 801-79450
RIA
Registered Investment Advisory firm - (4/18/2014 Approved)California
Registered Investment Advisory firm - (12/10/2014 Terminated)Connecticut
Registered Investment Advisory firm - (11/17/2014 Terminated)Florida
Registered Investment Advisory firm - (11/11/2014 Terminated)Georgia
Registered Investment Advisory firm - (11/11/2014 Terminated)Illinois
Registered Investment Advisory firm - (4/18/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/9/2014 Terminated)New York
Registered Investment Advisory firm - (11/11/2014 Terminated)North Carolina
Registered Investment Advisory firm - (11/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (11/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/12/2014 Terminated)South Carolina
Registered Investment Advisory firm - (11/11/2014 Terminated)Virginia
Registered Investment Advisory firm - (7/14/2014 Terminated)Washington
Registered Investment Advisory firm - (11/13/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/30/2002)
RR
Arizona(8/29/2002)
RR
Arkansas(8/6/2002)
RR
California(8/6/2002)
RR
Colorado(8/21/2002)
RR
Connecticut(8/6/2002)
RR
Delaware(1/8/2004)
RR
District of Columbia(8/16/2002)
RR
Florida(8/8/2002)
RR
Georgia(8/9/2002)
RR
Illinois(1/3/2006)
RR
Indiana(8/6/2002)
RR
Iowa(8/6/2002)
RR
Kansas(8/10/2002)
RR
Kentucky(8/6/2002)
RR
Louisiana(8/6/2002)
RR
Maryland(8/6/2002)
RR
Massachusetts(8/13/2002)
RR
Michigan(8/8/2002)
RR
Minnesota(8/15/2002)
RR
Mississippi(1/27/2003)
RR
Missouri(3/25/2005)
RR
Montana(8/6/2002)
RR
Nebraska(10/19/2010)
RR
Nevada(8/9/2002)
RR
New Hampshire(4/19/2010)
RR
New Jersey(8/8/2002)
IAR
New Jersey(9/17/2019)
RR
New Mexico(1/27/2004)
RR
New York(7/5/2002)
IAR
New York(4/13/2021)
RR
North Carolina(8/12/2002)
RR
Ohio(8/6/2002)
RR
Oklahoma(8/6/2002)
RR
Oregon(8/6/2002)
RR
Pennsylvania(8/7/2002)
RR
Rhode Island(8/8/2002)
RR
South Carolina(9/12/2002)
RR
South Dakota(8/6/2002)
RR
Texas(8/6/2002)
RR
Utah(8/7/2002)
RR
Virginia(8/7/2002)
RR
Washington(8/6/2002)
RR
West Virginia(8/6/2002)
RR
Wisconsin(8/7/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
PC
PARTNERS CAPITAL SERVICES, INC.
PARTNERS CAPITAL SERVICES, INC | PARTNERS CAPITAL SERVICES, INC.
CRD#: 127621 / SEC#: 801-79450
RIA
Registered Investment Advisory firm - (4/18/2014 Approved)California
Registered Investment Advisory firm - (12/10/2014 Terminated)Connecticut
Registered Investment Advisory firm - (11/17/2014 Terminated)Florida
Registered Investment Advisory firm - (11/11/2014 Terminated)Georgia
Registered Investment Advisory firm - (11/11/2014 Terminated)Illinois
Registered Investment Advisory firm - (4/18/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/9/2014 Terminated)New York
Registered Investment Advisory firm - (11/11/2014 Terminated)North Carolina
Registered Investment Advisory firm - (11/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (11/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/12/2014 Terminated)South Carolina
Registered Investment Advisory firm - (11/11/2014 Terminated)Virginia
Registered Investment Advisory firm - (7/14/2014 Terminated)Washington
Registered Investment Advisory firm - (11/13/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
205 Oser Ave, Hauppauge, NY 11788
Mailing Address
Phone number
(631) 851-0918
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 215 |
| AUM (Assets Under Management) | $ 94,085,513 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
