Alan S. Ratner
Professional summary
Alan S Ratner, CFA, who also goes by Alan S. Ratner, is a registered financial professional currently at ZELMAN PARTNERS, LLC located in New York, New York.
Alan is registered as a RR (Registered Representative) and started their career in finance in 2005. Alan has worked at 3 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Alan S Ratner's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2008 - Present
ZELMAN PARTNERS, LLC
Office #1: 420 Lexington Avenue Suite 2750, New York, NY 10170September 24, 2007 - December 16, 2008
PULSE TRADING, INC.
September 21, 2005 - July 25, 2007
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
ZELMAN PARTNERS, LLC
CRD#: 145187 / SEC#: , 8-67713
Contact information
FINRA licenses (26 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WDIB, LLC | MANAGING MEMBER | |
| ERWIN, STEPHEN TODD | CCO/AMLCO | 5028461 |
| GROMAN, DANIEL JASON | BOARD MEMBER | 7974401 |
| MCGILL, ANTHONY JACOB | MANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE) | 4379700 |
| TABASSO, THEODORE PAUL | CHIEF OPERATIONS OFFICER, DIRECTOR OF SALES | 1875019 |
| THEOBALD, STEPHEN PATRICK | BOARD MEMBER | |
| WANK, STEPHEN H | CFO/FIN-OP | 5062089 |
| ZELMAN, IVY LYNNE | DIRECTOR OF RESEARCH | 2288665 |
Red Flags
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