Jonathan Matthew Meltzer
Professional Summary
Jonathan Matthew Meltzer, who also goes by Jonathan Meltzer, is a registered financial advisor currently at PRETIUM SECURITIES, LLC located in New York, New York. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1994. Jonathan has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Meltzer
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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.
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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PRETIUM SECURITIES, LLC
Contact Information
Main Address
60 Columbus Circle 19th Floor, New York, NY 10023Mailing Address
60 Columbus Circle 19th Floor, New York, NY 10023Phone Number
(917) 364-0512Established
Delaware since 04/27/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 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
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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2004About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jun 2004About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Matthew Meltzer's CRS (Customer Relationship Summary).
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