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AS

Ajay Sharma

BENTALLGREENOAK REAL ESTATE US LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 5336295
AS

Professional summary


Ajay Sharma, who also goes by Ajay Sharma Mr., is a registered financial professional currently at BENTALLGREENOAK REAL ESTATE US LLC located in New York, New York.

Ajay is registered as a RR (Registered Representative) and started their career in finance in 2007. Ajay has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ajay Sharma Mr.

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 Ajay Sharma'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

June 22, 2022 - Present

BENTALLGREENOAK REAL ESTATE US LLC

Office #1: 399 Park Avenue 18th Floor, New York, NY, 10022
BD
CRD#: 157909
New York, NY
Past

July 11, 2007 - September 11, 2017

HEITMAN SECURITIES LLC

BD
CRD#: 13620
LONDON,

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/31/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BR
BENTALLGREENOAK REAL ESTATE US LLC
BENTALLGREENOAK REAL ESTATE US LLC | GREENOAK REAL ESTATE US LLC

CRD#: 157909 / SEC#: , 8-68869

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


Main Address
399 Park Avenue 18th Floor, New York, NY, 10022
Mailing Address
399 Park Avenue 18th Floor, New York, NY, 10022
Phone number
(212) 359-7800
Established
Delaware since 03/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
BGO US REAL ESTATE LPMEMBER157034
CAMPBELL, MATTHEW GEORGE ANGUSMANAGING PARTNER,GENERAL COUNSEL AND CHIEF RISK OFFICER6279758
GROSSER, SHAWN DCHIEF COMPLIANCE OFFICER5328672
NIEHAUS, CHRISTOPHER JMANAGING PARTNER, HEAD OF U.S.2036937
PRICE, AMY GUNTHERCHIEF EXECUTIVE OFFICER2378816
ROSS, ELIZA ANNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER7315851

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


BENTALLGREENOAK REAL ESTATE US LLC

CRD#: 157909New York, NY 10022

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