Ronald Garney
Ronald Garney is a registered investment advisor at Partners Capital Services, INC., based in Hauppauge, NY, with 35 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 238 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Partners Capital Services uses RBC Clearing and Custody for portfolio management. Fees for investment supervisory services range from 0.75% to 2.50% annually, based on assets managed, services provided, and whether a third party manages the portfolio. Fees are deducted directly from the client's account quarterly or billed quarterly. A portion of the fee goes to RBC or the sub-advisor. Accounts may incur annual fees from the broker-dealer if they don't meet the fee waiver threshold, and some accounts may incur per-trade ticket charges. The suggested minimum account size is $5,000 for individual portfolio management and $100,000 for portfolio management services with a third party.
Location
205 Oser Ave, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald is a registered agent with Partners Capital Services managed/advisory business. He also works with BRG Financial, LLC holding company, devoting a few hours per week during non-market hours.
Employment History
Current Registrations
Partners Capital Services, INC.
American Capital Partners, LLC
American Capital Partners, LLCBroker
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Midsouth Capital, INC.
Midsouth Capital, INC.
Midsouth Capital, INC.Broker
Reliance Securities, LLCBroker
Reliance Securities, LLC
Jones, Byrd, & Attkisson, INC.
Jones, Byrd, & Attkisson, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.