Zachary M. Stassi

PJT PARTNERS LP

San Francisco, CA 94105

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CRD#: 4853114

Professional summary

Zachary Mark Stassi is a registered financial professional currently at PJT PARTNERS LP located in San Francisco, California.

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2004. Zachary has worked at 5 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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 Zachary Mark Stassi'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

August 31, 2020 - Present

PJT PARTNERS LP

Office #1: One Market Plaza Suite 2700, San Francisco, CA 94105

CRD#: 171058

San Francisco, CA

Past

December 20, 2013 - August 31, 2020

PARK HILL GROUP LLC

CRD#: 135898

SAN FRANCISCO, CA

Past

June 8, 2006 - December 31, 2013

PARK HILL REAL ESTATE GROUP LLC

CRD#: 139491

SAN FRANCISCO, CA

Past

April 11, 2006 - June 1, 2006

BLACKSTONE SECURITIES PARTNERS L.P.

CRD#: 17917

NEW YORK, NY

Past

September 28, 2004 - March 7, 2006

HEITMAN SECURITIES LLC

CRD#: 13620

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alaska
(8/31/2020)

California
(8/31/2020)

Colorado
(8/31/2020)

Connecticut
(8/1/2022)

Hawaii
(3/18/2021)

Idaho
(8/31/2020)

Illinois
(8/31/2020)

Iowa
(1/14/2025)

Massachusetts
(8/31/2020)

Minnesota
(1/14/2025)

Montana
(8/31/2020)

New York
(8/31/2020)

Oregon
(8/31/2020)

Texas
(8/31/2020)

Utah
(8/31/2020)

Washington
(8/31/2020)

Wyoming
(8/31/2020)

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PJT PARTNERS LP

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

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PJT PARTNERS HOLDING LP	LIMITED PARTNER
FLANAGAN, TARA ELIZABETH	CHIEF COMPLIANCE OFFICER	2540823
KALRA, ARUN JAMES	FINOP	6570441
LEE, JIYEUN	MANAGING PARTNER/DIRECTOR	1859635
MEATES, HELEN THERESE	CHIEF FINANCIAL OFFICER/DIRECTOR	2271715
PJT MANAGEMENT LLC	GENERAL PARTNER
TAUBMAN, PAUL JEFFREY	CEO/DIRECTOR	1567776

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Zachary M. Stassi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zachary Mark Stassi's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK HILL GROUP LLC

PARK HILL REAL ESTATE GROUP LLC

BLACKSTONE SECURITIES PARTNERS L.P.

HEITMAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2004

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2004

FINRA

Current Firm

PJT PARTNERS LP

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

PJT PARTNERS LP

TRUST BUT VERIFY

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