Avinash A. Patel

PJT PARTNERS LP

New York, NY 10017

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CRD#: 5553940

Professional summary

Avinash Abhas Patel, who also goes by Avinash Patel, Nash Patel, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.

Avinash is registered as a RR (Registered Representative) and started their career in finance in 2008. Avinash has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Avinash Patel | Nash Patel

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 Avinash Abhas Patel'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

April 11, 2016 - Present

PJT PARTNERS LP

Office #1: 280 Park Avenue, New York, NY 10017

CRD#: 171058

New York, NY

Past

April 29, 2014 - April 12, 2016

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

November 19, 2013 - March 24, 2014

COLUMBIA WEST CAPITAL, LLC

CRD#: 135562

SCOTTSDALE, AZ

Past

September 8, 2008 - June 18, 2013

UBS SECURITIES LLC

CRD#: 7654

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

Connecticut
(10/25/2024)

New York
(4/11/2016)

Exams

State Security Law Exam

Series 63

Date: 10/3/2008

Uniform Securities Agent 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: 9/5/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/3/2023

General Securities Principal 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

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Firm Stability Insights

Avinash A. Patel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Avinash Abhas Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREDIT SUISSE SECURITIES (USA) LLC

COLUMBIA WEST CAPITAL, LLC

UBS SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/3/2008

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2008

Series 24

Date: 6/3/2023

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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