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BP

Bradford S. Pheeney

BLACKSTONE SECURITIES PARTNERS L.P.
Washington, DC 20004
Some features on this profile are disabled
CRD#: 4288694
BP
Bradford Sills PheeneyBLACKSTONE SECURITIES PARTNERS L.P.

Professional summary

Bradford Sills Pheeney, CIMA®, who also goes by Brad Pheeney, is a registered financial professional currently at BLACKSTONE SECURITIES PARTNERS L.P. located in Washington, District Of Columbia.

Bradford is registered as a RR (Registered Representative) and started their career in finance in 2001. Bradford has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Brad Pheeney

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 Bradford Sills Pheeney'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

March 8, 2021 - Present

BLACKSTONE SECURITIES PARTNERS L.P.

Office #1: 1301 Pennsylvania Avenue Nw Suite 520, Washington, DC 20004
BD
CRD#: 17917
Washington, DC
Past

March 27, 2008 - February 22, 2021

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

February 24, 2004 - March 19, 2008

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
WASHINGTON, DC
Past

February 8, 2001 - February 22, 2021

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

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
Alabama
(3/3/2025)
RR
Alaska
(3/3/2025)
RR
Arizona
(3/3/2025)
RR
Arkansas
(3/3/2025)
RR
California
(3/3/2025)
RR
Colorado
(3/3/2025)
RR
Connecticut
(3/3/2025)
RR
Delaware
(3/8/2021)
RR
District of Columbia
(3/8/2021)
RR
Florida
(3/3/2025)
RR
Georgia
(3/3/2025)
RR
Hawaii
(3/3/2025)
RR
Idaho
(3/3/2025)
RR
Illinois
(3/3/2025)
RR
Indiana
(3/3/2025)
RR
Iowa
(3/3/2025)
RR
Kansas
(3/3/2025)
RR
Kentucky
(3/3/2025)
RR
Louisiana
(3/3/2025)
RR
Maine
(3/3/2025)
RR
Maryland
(3/8/2021)
RR
Massachusetts
(3/3/2025)
RR
Michigan
(3/3/2025)
RR
Minnesota
(3/3/2025)
RR
Mississippi
(3/3/2025)
RR
Missouri
(3/3/2025)
RR
Montana
(3/3/2025)
RR
Nebraska
(3/3/2025)
RR
Nevada
(3/3/2025)
RR
New Hampshire
(3/3/2025)
RR
New Jersey
(3/3/2025)
RR
New Mexico
(3/3/2025)
RR
New York
(3/8/2021)
RR
North Carolina
(3/3/2025)
RR
North Dakota
(3/3/2025)
RR
Ohio
(3/4/2025)
RR
Oklahoma
(3/3/2025)
RR
Oregon
(3/3/2025)
RR
Pennsylvania
(3/3/2025)
RR
Puerto Rico
(3/3/2025)
RR
Rhode Island
(3/3/2025)
RR
South Carolina
(3/3/2025)
RR
South Dakota
(3/3/2025)
RR
Tennessee
(3/3/2025)
RR
Texas
(3/3/2025)
RR
Utah
(3/3/2025)
RR
Vermont
(3/3/2025)
RR
Virgin Islands
(3/3/2025)
RR
Virginia
(3/8/2021)
RR
Washington
(3/3/2025)
RR
West Virginia
(3/3/2025)
RR
Wisconsin
(3/3/2025)
RR
Wyoming
(3/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/16/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/8/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/7/2001
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BLACKSTONE SECURITIES PARTNERS L.P.
BLACKSTONE ADVISORY PARTNERS L.P. | THE BLACKSTONE GROUP L.P. | THE BLACKSTONE GROUP | BLACKSTONE SECURITIES PARTNERS L.P. | BLACKSTONE CAPITAL MARKETS | BLACKSTONE ADVISORY SERVICES L.P.

CRD#: 17917 / SEC#: , 8-35941

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

Main Address
345 Park Avenue, New York, NY 10154-0191
Mailing Address
601 Lexington Avenue 28th Floor, New York, NY 10022
Phone number
(212) 583-5000
Established
Delaware since 09/27/1988
Firm type
Partnership
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BLACKSTONE GROUP HOLDINGS L.P.LIMITED PARTNER
BALLAS, ZACHARYDESIGNATED PRINCIPAL6563232
BLACKSTONE ADVISORY SERVICES L.L.C.GENERAL PARTNER
DEROSE, ANTHONYCHIEF COMPLIANCE OFFICER5553578
PAYNE, DAVID BRYANCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP4984877
SCHWARZMAN, STEPHEN ALLENCHAIRMAN & CEO861435

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

BLACKSTONE SECURITIES PARTNERS L.P.

CRD#: 17917Washington, DC 20004

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