RD
Robert G. Dahroug
PARTNERS CAPITAL SERVICES
Hauppauge, NY 11788
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CRD#: 4249741
RD
Professional summary
Robert G. Dahroug, who also goes by Robert Gamal Dahroug, 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.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Robert has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Gamal Dahroug
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert G. Dahroug'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
August 31, 2020 - Present
PARTNERS CAPITAL SERVICES, INC.
Office #1: 205 Oser Ave, Hauppauge, NY 11788RIA
CRD#: 127621
Hauppauge, NY
Current
August 26, 2020 - Present
AMERICAN CAPITAL PARTNERS, LLC
Office #1: 205 Oser Ave, Hauppauge, NY 11788BD
CRD#: 119249
Hauppauge, NY
Past
March 11, 2014 - September 11, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
FOREST HILLS, NY
Past
March 5, 2014 - September 11, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
FOREST HILLS, NY
Past
February 4, 2013 - March 18, 2014
TD AMERITRADE, INC.
RIA
CRD#: 7870
GREAT NECK, NY
Past
February 4, 2013 - March 18, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
GREAT NECK, NY
Past
January 30, 2013 - March 18, 2014
TD AMERITRADE, INC.
BD
CRD#: 7870
GREAT NECK, NY
Past
October 1, 2012 - January 4, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
FAR ROCKAWAY, NY
Past
October 1, 2012 - January 4, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
FAR ROCKAWAY, NY
Past
May 13, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
ROCKAWAY PARK, NY
Past
September 18, 2007 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
ROCKAWAY PARK, NY
Past
September 22, 2006 - May 22, 2007
LADENBURG THALMANN & CO. INC.
BD
CRD#: 505
MELVILLE, NY
Past
November 3, 2005 - October 10, 2006
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
HAUPPAUGE, NY
Past
November 3, 2005 - October 10, 2006
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
HAUPPAUGE, NY
Past
August 27, 2003 - May 9, 2005
MORGAN WILSHIRE SECURITIES, INC.
BD
CRD#: 44807
GARDEN CITY, NY
Past
May 15, 2003 - July 31, 2003
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
TAMPA, FL
Past
December 5, 2000 - May 4, 2001
LADENBURG CAPITAL MANAGEMENT INC.
BD
CRD#: 14623
BETHPAGE, NY
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
Arizona(8/26/2020)
RR
California(8/26/2020)
RR
Colorado(8/26/2020)
RR
Connecticut(8/26/2020)
RR
Delaware(8/26/2020)
RR
Florida(8/26/2020)
IAR
Florida(5/25/2023)
RR
Georgia(8/26/2020)
RR
Illinois(2/7/2025)
RR
Iowa(1/20/2021)
RR
Maryland(8/26/2020)
RR
Massachusetts(8/26/2020)
RR
Minnesota(2/7/2025)
RR
New Jersey(8/26/2020)
RR
New York(8/26/2020)
IAR
New York(4/15/2021)
RR
North Carolina(8/26/2020)
RR
Ohio(5/27/2022)
IAR
Ohio(5/27/2022)
RR
Pennsylvania(2/7/2025)
RR
Puerto Rico(8/26/2020)
RR
South Carolina(8/26/2020)
RR
Texas(1/14/2026)
IAR
Texas(1/14/2026)
RR
Virginia(8/26/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)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 | 238 |
| AUM (Assets Under Management) | $ 109,086,679 |
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.
