Middat Yildiz

PRETIUMCAPITAL MANAGEMENT

QUEENS, NY

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CRD#: 2529650

Professional summary

Middat Yildiz is a registered financial advisor currently at PRETIUMCAPITAL MANAGEMENT, INC. located in Queens, New York.

Middat is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Middat has worked at 2 firms and has passed the Series 63, Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

EXPLAINED UNDER THE EMPLOYMENT HISTORY. NYC Government, as a JOS worker, analyst type of work. Apple Inc - sales specialist, retail sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Middat Yildiz'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®

None

Experience

Current

June 17, 2024 - Present

PRETIUMCAPITAL MANAGEMENT, INC.

RIA

CRD#: 120244

QUEENS, NY

Past

March 20, 2023 - December 31, 2023

PRETIUMCAPITAL MANAGEMENT, INC.

RIA

CRD#: 120244

QUEENS, NY

Past

November 1, 1995 - September 15, 1997

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/17/2024)

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Exams

State Security Law Exam

Series 63

Date: 7/11/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/27/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/31/1995

General Securities Representative Examination

Current Firm

PRETIUMCAPITAL MANAGEMENT, INC.

CRD#: 120244 / SEC#:

New York

Registered Investment Advisory firm - (6/17/2024 Approved)

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Contact information

Main Address

Queens, NY

Mailing Address

Phone number

(212) 729-7123

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 238,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Middat Yildiz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Middat Yildiz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRETIUMCAPITAL MANAGEMENT, INC.

PRETIUMCAPITAL MANAGEMENT, INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/11/2022

Series 65

Date: 10/27/2011

Series 66

Date: 9/9/2004

Series 7

Date: 10/31/1995

Current Firm

PRETIUMCAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRETIUMCAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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