Jeffrey Lee Berenson
Professional Summary
Jeffrey Lee Berenson is a registered financial advisor currently at BERENSON & COMPANY, LLC located in New York, New York. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1974. Jeffrey has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 7TO, SIE, PC, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
52 years in the financial services industry
Current & Past Employments
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Current Firm
BERENSON & COMPANY, LLC | BERENSON MINELLA & COMPANY, L.P. | BERENSON MINELLA & COMPANY LLC
Contact Information
Main Address
667 Madison Avenue 18th Floor, New York, NY 10065Mailing Address
667 Madison Avenue 18th Floor, New York, NY 10065Phone Number
(212) 935-7676Established
Delaware since 01/27/1999Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(1/10/1991)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examPC — AMEX Put and Call Exam
Passed May 1977Series 1 — Registered Representative Examination
Passed Jul 1974SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Lee Berenson's CRS (Customer Relationship Summary).
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