AS
Anthony Santo
PARTNERS CAPITAL SERVICES
Hauppauge, NY 11788
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CRD#: 7005813
AS
Professional summary
Anthony Santo 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.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Anthony has worked at 7 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Santo'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
December 15, 2025 - Present
PARTNERS CAPITAL SERVICES, INC.
Office #1: 205 Oser Ave, Hauppauge, NY 11788RIA
CRD#: 127621
Hauppauge, NY
Current
December 15, 2025 - Present
AMERICAN CAPITAL PARTNERS, LLC
Office #1: 205 Oser Ave, Hauppauge, NY 11788BD
CRD#: 119249
Hauppauge, NY
Past
May 1, 2023 - November 6, 2025
ROCKLINE WEALTH MANAGEMENT LLC
RIA
CRD#: 324004
ISLIP TERRACE, NY
Past
November 9, 2021 - August 9, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
PLAINVIEW, NY
Past
November 9, 2021 - June 18, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
PLAINVIEW, NY
Past
November 8, 2021 - November 16, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LAKE GROVE, NY
Past
November 4, 2021 - November 12, 2021
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
LAKE GROVE, NY
Past
December 17, 2018 - October 28, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MELVILLE, NY
Past
October 19, 2018 - October 28, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MELVILLE, 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
Florida(12/15/2025)
IAR
Florida(1/14/2026)
RR
New York(12/15/2025)
IAR
New York(12/15/2025)
Exams
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)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 | 238 |
| AUM (Assets Under Management) | $ 109,086,679 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PARTNERS CAPITAL SERVICES, INC.
CRD#: 127621Hauppauge, NY 11788TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
