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Guy Richard Gorham

Investment adviser representative at Partners Capital Services, Inc.
27 yearsExperience
2 statesRegistered in
$109.1MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

27 years in the industry.

  1. Partners Capital Services, Inc.Feb 2019 to now
  2. Milestone FinancialOct 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (GA, NY).

Partners Capital Services, Inc.

$109.1MAssets managed
238Clients
13Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2846190
Firm CRD
127621
Advisor's SEC record (opens in a new tab)
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