Gordon Appell
Professional summary
Gordon Appell, who also goes by Gordon Spencer Appell, Gordo Appell, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.
Gordon is registered as a RR (Registered Representative) and started their career in finance in 2007. Gordon has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gordon Appell's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2021 - Present
PJT PARTNERS LP
Office #1: 280 Park Avenue, New York, NY 10017July 17, 2018 - July 1, 2021
KKR CAPITAL MARKETS LLC
April 10, 2007 - June 15, 2018
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/21/2021)
Exams
Series 79TO
Date: 8/7/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PJT PARTNERS LP
CRD#: 171058 / SEC#: , 8-69442
Contact information
FINRA licenses (53 States and Territories)
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 | 1 |
Red Flags
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