AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MP

Matthew James Parr

PJT PARTNERS LP
Chicago, IL
·CRD# 2931289·29 years experience

Professional Summary

Matthew James Parr, who also goes by Matt Parr, is a registered financial advisor currently at PJT PARTNERS LP located in Chicago, Illinois. Matthew is registered as a RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Parr

Blog Corner

Similar Advisors

Chicago, IL · CRD#
View profile
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

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.

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.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

Years of Experience

29 years in the financial services industry

Current & Past Employments

PJT PARTNERS LP·CRD# 171058
BD
200 West Madison, Chicago, IL 60606
March 21, 2017 - Present
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
Chicago, IL
July 13, 2012 - March 20, 2017
UBS SECURITIES LLC·CRD# 7654
BD
Chicago, IL
May 12, 2004 - April 24, 2012
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
August 27, 1997 - April 29, 2004

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

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)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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 Event

1

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

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.

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(4/25/2018)
RR
New York
(6/28/2017)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2017About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1997About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2015About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Matthew James Parr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Michael Walter Basile
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#
CHICAGO, IL · CRD#
Vincent Anthony Decrow
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
MP
Follow Matthew
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required