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GE

George Joseph Eberle

PJT PARTNERS LP
Muttontown, NY
·CRD# 1761482·39 years registered

Professional Summary

George Joseph Eberle, who also goes by George J Eberle, is a registered financial advisor currently at PJT PARTNERS LP located in Muttontown, New York. George is registered as a RR (Registered Representative) and started their career in finance in 1987. George has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

George J Eberle

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

39 years registered in the securities industry

Current & Past Employments

Current

PJT PARTNERS LPCurrent·CRD# 171058
BD
1. Muttontown, NY2. 280 Park Avenue 15th Floor, New York, NY 10017
August 31, 2020 - Present

Past

PARK HILL GROUP LLCPast·CRD# 135898
BD
New York, NY
November 29, 2005 - August 31, 2020
BLACKSTONE SECURITIES PARTNERS L.P.Past·CRD# 17917
BD
New York, NY
October 14, 2005 - December 6, 2005
CREDIT SUISSE SECURITIES (USA) LLCPast·CRD# 816
BD
New York, NY
February 9, 2000 - September 26, 2005
COWEN AND COMPANYPast·CRD# 7616
BD
New York, NY
July 1, 1998 - February 23, 2000
FINANCIAL SQUARE PARTNERSPast·CRD# 1541
BD
New York, NY
May 1, 1997 - July 1, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
November 25, 1987 - April 11, 1997

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Current Firm

PP
PJT PARTNERS LP

PARK HILL | PJT PARTNERS LP | PJT PARTNERS LLC | PJT PARK HILL | PJT CAMBERVIEW | PARK HILL GROUP

CRD#: 171058 / SEC#: 8-69442
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

280 Park Avenue 15th Floor, New York, NY 10017

Mailing Address

280 Park Avenue 15th Floor, New York, NY 10017

Phone Number

(212) 364-7800

Established

Delaware since 01/15/2014

Firm Type

Other Types of Legal Formation

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PJT PARTNERS HOLDING LPLIMITED PARTNER—
FLANAGAN, TARA ELIZABETHCHIEF COMPLIANCE OFFICER2540823
KALRA, ARUN JAMESCHIEF FINANCIAL OFFICER / DIRECTOR / FINOP6570441
LEE, JIYEUNMANAGING PARTNER/DIRECTOR1859635
PJT MANAGEMENT LLCGENERAL PARTNER—
TAUBMAN, PAUL JEFFREYCEO/DIRECTOR1567776

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(1/14/2025)
RR
Connecticut
(8/31/2020)
RR
District of Columbia
(8/31/2020)
RR
Maryland
(8/31/2020)
RR
Massachusetts
(1/14/2025)
RR
New Jersey
(8/31/2020)
RR
New York
(8/31/2020)
RR
Pennsylvania
(8/31/2020)
RR
Virginia
(8/31/2020)
RR
West Virginia
(8/31/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1988About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1987About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2013About the Series 24 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Aug 2005About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Aug 2005About the Series 9 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view George Joseph Eberle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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