Frank Palumbo

Current Employers

Partners Capital Services, Inc.

205 Oser Ave, Hauppauge, NY 11788 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-13
FL	RA	APPROVED	2015-11-13
CA	RA	APPROVED	2008-06-05

NY RA
APPROVED

Since 2021-04-13
FL RA
APPROVED

Since 2015-11-13
CA RA
APPROVED

Since 2008-06-05

Branch Locations

205 Oser Ave, Hauppauge, NY 11788 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
American Capital Partners	Hauppauge	NY	04/2006	Present

04/2006 → Present

American Capital Partners

Hauppauge, NY

Previous Registrations

2004-10-20 → 2005-01-10

Banc Of America Investment Services, Inc.

Mineola, NY
2002-09-06 → 2004-10-20

Quick & Reilly, Inc.

Mineola, NY

Other Businesses

REGISTERED AGENT WITH PARTNERS CAPITAL SERVICES MANAGED/ADVISORY BUSINESS; ASSISTANT COACH-NON FINANCIAL, SUNY OLD WESTBURY , APPROX 15HRS/WK.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-17
S65	Uniform Investment Adviser Law Examination	2001-12-26
S63	Uniform Securities Agent State Law Examination	1992-05-27

S66 Uniform Combined State Law Examination

2007-04-17
S65 Uniform Investment Adviser Law Examination

2001-12-26
S63 Uniform Securities Agent State Law Examination

1992-05-27

View on SEC IAPD

Current Employers

Partners Capital Services, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews