Guy Gorham
Advisor at Partners Capital Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Partners Capital Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hauppauge, NY 11788
Credentials
Series 63, Series 66
Industry experience
28 years
Guy Gorham is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Milestone Financial since 1999. Outside of his advisory role, he is involved in a health insurance referral business through Financial Liberty Group. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in assets across about 195 clients, employing a range of strategies that include fundamental and technical analysis, options strategies, and third-party money managers, with a focus on client-directed account programs.
Based on Partners Capital Services, Inc.
Based on Partners Capital Services, Inc.
0.75% to 2.50% annually (negotiated based on client circumstances)
Commissions and 12b-1 fees earned by certain personnel acting as registered representatives in separate brokerage accounts; insurance commissions from sale of insurance products.
Account minimum: $5,000 for Individual Portfolio Management; $100,000 for Portfolio Management Service (Third Party/Selection of Advisor and monitor)
205 Oser Ave
Hauppauge, NY 11788
Georgia · New York
Milestone Financial
1999 - Present (27 years)
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