RG
Ronald G. Garney
PARTNERS CAPITAL SERVICES
SMITHS, AL 36867
Some features on this profile are disabled
CRD#: 2117430
RG
Professional summary
Ronald George Garney, who also goes by Ron Garney, is a registered financial advisor currently at PARTNERS CAPITAL SERVICES, INC. located in Smiths, Alabama and AMERICAN CAPITAL PARTNERS, LLC located in Atlanta, Georgia.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Ronald has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Garney
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.
REGISTERED AGENT WITH PARTNERS CAPITAL SERVICES MANAGED/ADVISORY BUSINESS; BRG FINANCIAL, LLC HOLDING COMPANY, DEVOTES SEVERAL HOURS A MONTH DURING NON-MARKET HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald George Garney'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
February 12, 2013 - Present
PARTNERS CAPITAL SERVICES, INC.
Office #1: 56 Lee Road 982, Smiths, AL 36867RIA
CRD#: 127621
SMITHS, AL
Current
February 1, 2013 - Present
AMERICAN CAPITAL PARTNERS, LLC
Office #1: 6000 Lake Forrest Drive N.w. Suite# 325, Atlanta, GA 30328BD
CRD#: 119249
Atlanta, GA
Past
January 17, 2012 - February 1, 2013
L.M. KOHN & COMPANY
RIA
CRD#: 27913
COLUMBUS, GA
Past
January 17, 2012 - February 1, 2013
L.M. KOHN & COMPANY
BD
CRD#: 27913
COLUMBUS, GA
Past
January 13, 2011 - January 17, 2012
MIDSOUTH CAPITAL, INC.
RIA
CRD#: 35039
COLUMBUS, GA
Past
June 24, 2009 - December 31, 2010
MIDSOUTH CAPITAL, INC.
RIA
CRD#: 35039
COLUMBUS, GA
Past
June 23, 2009 - January 17, 2012
MIDSOUTH CAPITAL, INC.
BD
CRD#: 35039
COLUMBUS, GA
Past
December 19, 2007 - June 11, 2009
FIRST LEGACY SECURITIES, LLC
RIA
CRD#: 47079
COLUMBUS, GA
Past
December 19, 2007 - June 11, 2009
FIRST LEGACY SECURITIES, LLC
BD
CRD#: 47079
COLUMBUS, GA
Past
May 25, 2004 - February 22, 2008
JONES, BYRD, & ATTKISSON, INC.
RIA
CRD#: 36268
COLUMBUS, GA
Past
January 20, 2004 - February 22, 2008
JONES, BYRD, & ATTKISSON, INC.
BD
CRD#: 36268
COLUMBUS, GA
Past
July 1, 2003 - January 23, 2004
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
COLUMBUS, GA
Past
July 1, 2003 - January 23, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
November 26, 2002 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
COLUMBUS, GA
Past
October 25, 1994 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
February 28, 1991 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
February 28, 1991 - November 9, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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(2/1/2013)
IAR
Alabama(1/5/2015)
RR
California(7/14/2021)
RR
Florida(2/1/2013)
RR
Georgia(2/1/2013)
IAR
Georgia(2/12/2013)
RR
Illinois(7/14/2021)
RR
Indiana(4/16/2024)
RR
Kansas(6/21/2016)
RR
Massachusetts(7/14/2021)
RR
Nevada(7/7/2022)
RR
New York(7/14/2021)
RR
Tennessee(1/6/2019)
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
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
