AB
Andrew T. Bednar
PERELLA WEINBERG PARTNERS LP
New York, NY 10153
Some features on this profile are disabled
CRD#: 1856221
AB
Professional summary
Andrew Thomas Bednar is a registered financial professional currently at PERELLA WEINBERG PARTNERS LP located in New York, New York.
Andrew is registered as a RR (Registered Representative) and started their career in finance in 1988. Andrew has worked at 8 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - BD
Click below to view Andrew Thomas Bednar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 8, 2006 - Present
PERELLA WEINBERG PARTNERS LP
Office #1: 767 Fifth Avenue, New York, NY 10153Office #2: 767 Fifth Avenue, New York, NY 10153Office #3: 3 Pickwick Plaza Suite 102, Greenwich, CT 06830BD
CRD#: 138618
New York, NY
Past
April 2, 2020 - January 20, 2021
TUDOR PICKERING HOLT & CO ADVISORS LP
BD
CRD#: 158253
NEW YORK, NY
Past
April 2, 2020 - December 31, 2024
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC
BD
CRD#: 129772
NEW YORK, NY
Past
May 31, 2005 - October 31, 2006
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
BOSTON, MA
Past
July 16, 1998 - May 26, 2005
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
November 28, 1997 - June 25, 1998
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
August 25, 1997 - June 25, 1998
SALOMON BROTHERS INC.
BD
CRD#: 740
NEW YORK, NY
Past
July 19, 1988 - August 20, 1988
THE STUART-JAMES COMPANY, INCORPORATED
BD
CRD#: 11691
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/8/2006)
RR
Alaska(11/8/2006)
RR
Arizona(11/17/2006)
RR
Arkansas(4/16/2007)
RR
California(11/8/2006)
RR
Colorado(11/8/2006)
RR
Connecticut(4/5/2007)
RR
Delaware(1/30/2007)
RR
District of Columbia(11/8/2006)
RR
Florida(2/7/2007)
RR
Georgia(11/8/2006)
RR
Hawaii(11/8/2006)
RR
Idaho(11/8/2006)
RR
Illinois(3/22/2007)
RR
Indiana(2/7/2007)
RR
Iowa(2/12/2007)
RR
Kansas(1/4/2007)
RR
Kentucky(11/8/2006)
RR
Louisiana(11/8/2006)
RR
Maine(4/27/2007)
RR
Maryland(11/8/2006)
RR
Massachusetts(11/8/2006)
RR
Michigan(11/8/2006)
RR
Minnesota(11/8/2006)
RR
Mississippi(11/8/2006)
RR
Missouri(2/2/2007)
RR
Montana(11/8/2006)
RR
Nebraska(11/8/2006)
RR
Nevada(11/8/2006)
RR
New Hampshire(5/8/2007)
RR
New Jersey(3/22/2007)
RR
New Mexico(2/22/2007)
RR
New York(11/8/2006)
RR
North Carolina(2/16/2007)
RR
North Dakota(3/6/2007)
RR
Ohio(1/3/2007)
RR
Oklahoma(11/8/2006)
RR
Oregon(2/2/2007)
RR
Pennsylvania(12/8/2006)
RR
Rhode Island(11/15/2006)
RR
South Carolina(2/1/2007)
RR
South Dakota(11/8/2006)
RR
Tennessee(1/22/2021)
RR
Texas(12/18/2006)
RR
Utah(11/8/2006)
RR
Vermont(3/12/2007)
RR
Virginia(12/20/2006)
RR
Washington(11/8/2006)
RR
West Virginia(11/8/2006)
RR
Wisconsin(1/31/2007)
RR
Wyoming(2/22/2007)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PERELLA WEINBERG PARTNERS LP
PADCO ADVISORS L.P. | TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC | TUDOR, PICKERING, HOLT & CO. | TUDOR PICKERING HOLT & CO ADVISORS LP | TPH&CO. THE ENERGY BUSINESS OF PERELLA WEINBERG | TPH&CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH&CO. | TPH & CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH & CO. | PWP SECURITIES | PERELLA WEINBERG PARTNERS LP | PERELLA WEINBERG | PADCO ADVISORS LLC
CRD#: 138618 / SEC#: , 8-67167
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
767 Fifth Avenue, New York, NY 10153
Mailing Address
767 Fifth Avenue, New York, NY 10153
Phone number
(212) 287-3200
Established
Delaware since 10/11/2005
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PERELLA WEINBERG PARTNERS GROUP LP | LIMITED PARTNER | |
| BEDNAR, ANDREW THOMAS | PARTNER AND CHIEF EXECUTIVE OFFICER | 1856221 |
| D'ANNA, JOHN R. JR. | PARTNER, HEAD OF SALES | 5387688 |
| GOTTSCHALK, ALEXANDRA KATHLEEN | PARTNER, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5864478 |
| KAMEN, JUSTIN BARTHOLOMEW | CHIEF LEGAL OFFICER AND CORPORATE SECRETARY | 7047700 |
| MICHAEL, STEPHEN CHADWICK | PRESIDENT OF TPH&CO. | 4430416 |
| NORDEN, VIVIANA CARMONA | FINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER | 4886485 |
| PADCO GP LLC | GENERAL PARTNER | |
| RAMANAND, ROSEANNE NANDANI | CHIEF COMPLIANCE OFFICER AND AML OFFICER | 5063023 |
| WEINBERG, PETER AMORY | CHAIRMAN AND CO-FOUNDER | 2100495 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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.
