Rory A. Green
Professional summary
Rory A Green, who also goes by Rory Andrew Green, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.
Rory is registered as a RR (Registered Representative) and started their career in finance in 2010. Rory has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Rory A Green's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2022 - Present
PJT PARTNERS LP
Office #1: 280 Park Avenue, New York, NY 10017July 31, 2018 - September 16, 2022
MORGAN STANLEY & CO. LLC
June 9, 2010 - December 2, 2013
HEDGEYE RISK MANAGEMENT, 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
(9/7/2022)
Exams
FINRA
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
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.
