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BS

Bryan J. Slotkin

PJT PARTNERS LP
Santa Monica, CA 90401
Some features on this profile are disabled
CRD#: 2645333
BS

Professional summary

Bryan Jay Slotkin, who also goes by Bryan Jay Slotkin, Bryan Slotkin, is a registered financial professional currently at PJT PARTNERS LP located in Santa Monica, California.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 1995. Bryan has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bryan Jay Slotkin | Bryan Slotkin

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bryan Jay Slotkin's CRS (Customer Relationship Summary).
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 11, 2018 - Present

PJT PARTNERS LP

Office #1: 100 Wilshire Boulevard, Suite 1230, Santa Monica, CA 90401
BD
CRD#: 171058
Santa Monica, CA
Past

May 23, 2007 - July 31, 2017

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

May 13, 2005 - May 18, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 7, 2000 - April 18, 2005

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

March 13, 1996 - November 6, 1996

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

October 4, 1995 - March 28, 1996

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
California
(6/11/2018)
RR
New York
(6/11/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 11/21/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/6/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/3/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PP
PJT PARTNERS LP
PARK HILL | PJT PARTNERS LP | PJT PARTNERS LLC | PJT PARK HILL | PJT CAMBERVIEW | PARK HILL GROUP

CRD#: 171058 / SEC#: , 8-69442

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
280 Park Avenue 15th Floor, New York, NY 10017
Mailing Address
280 Park Avenue 15th Floor, New York, NY 10017
Phone number
(212) 364-7800
Established
Delaware since 01/15/2014
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PJT PARTNERS HOLDING LPLIMITED PARTNER
FLANAGAN, TARA ELIZABETHCHIEF COMPLIANCE OFFICER2540823
KALRA, ARUN JAMESFINOP6570441
LEE, JIYEUNMANAGING PARTNER/DIRECTOR1859635
MEATES, HELEN THERESECHIEF FINANCIAL OFFICER/DIRECTOR2271715
PJT MANAGEMENT LLCGENERAL PARTNER
TAUBMAN, PAUL JEFFREYCEO/DIRECTOR1567776

Disclosures

Regulatory Event1

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.

Company Information

PJT PARTNERS LP

CRD#: 171058Santa Monica, CA 90401

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