Paul B. Daitz
Professional summary
Paul B. Daitz, who also goes by Paul Bennett Daitz, is a registered financial professional currently at NORTHERN EDGE CAPITAL ADVISORS LLC located in New York, New York.
Paul is registered as a RR (Registered Representative) and started their career in finance in 1993. Paul has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Paul B. Daitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2013 - Present
NORTHERN EDGE CAPITAL ADVISORS LLC
Office #1: 747 3rd Ave Fl.27, New York, NY 10017Office #2: 747 Third Ave. 27th Floor, New York, NY 10017October 27, 2006 - August 11, 2011
MACQUARIE CAPITAL (USA) INC.
September 9, 1993 - August 31, 2006
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/15/2013)
(5/13/2020)
(7/15/2013)
(7/15/2013)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
NORTHERN EDGE CAPITAL ADVISORS LLC
CRD#: 151615 / SEC#: , 8-68386
Contact information
FINRA licenses (8 States and Territories)
Documents
Red Flags
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