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RL

Rachel Libonati

PJT PARTNERS LP
New York, NY 10017
Some features on this profile are disabled
CRD#: 3087734
RL

Professional summary

Rachel Libonati is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.

Rachel is registered as a RR (Registered Representative) and started their career in finance in 1999. Rachel has worked at 6 firms and has passed the Series 66, Series 52TO, SIE, Series 3, Series 7, Series 24, Series 53, Series 23, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Rachel Libonati'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

July 12, 2016 - Present

PJT PARTNERS LP

Office #1: 280 Park Avenue, New York, NY 10017
BD
CRD#: 171058
New York, NY
Past

July 12, 2016 - August 31, 2020

PARK HILL GROUP LLC

BD
CRD#: 135898
NEW YORK, NY
Past

September 8, 2010 - August 24, 2016

BARINGS SECURITIES LLC

BD
CRD#: 36929
NEW YORK, NY
Past

October 1, 2008 - August 27, 2010

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW YORK, NY
Past

October 1, 2008 - August 27, 2010

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 3, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
NEW YORK, NY
Past

December 18, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

May 1, 2006 - December 5, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BALTIMORE, MD
Past

August 20, 2001 - December 5, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BALTIMORE, MD
Past

March 10, 1999 - March 9, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
New York
(7/12/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/4/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 5/17/2010
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 23
Date: 1/3/2007
General Securities Principal Sales Supervisor
Principal/Supervisory Exam
RR
Series 9
Date: 2/7/2005
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/25/2005
General Securities Sales Supervisor - General Module 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#: 171058New York, NY 10017

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