Joseph C. Terry
Professional summary
Joseph Carroll Terry, who also goes by Joe Terry, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.
Joseph is registered as a RR (Registered Representative) and started their career in finance in 2012. Joseph has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joseph Carroll Terry's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 28, 2015 - Present
PJT PARTNERS LP
Office #1: 280 Park Avenue, New York, NY 10017June 25, 2014 - October 1, 2015
BLACKSTONE SECURITIES PARTNERS L.P.
August 14, 2012 - May 19, 2014
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
(8/28/2015)
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
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