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LC

Louis J. Colagreco

PJT PARTNERS LP
New York, NY 10017
CRD#: 5965709
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LC
Louis Joseph Colagreco IIIPJT PARTNERS LP

Professional summary

Louis Joseph Colagreco III, who also goes by Lou Joseph Colagreco III, Louis Joseph Colagreco III, Louis Joseph Colagreco, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.

Louis is registered as a RR (Registered Representative) and started their career in finance in 2011. Louis has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 99 and Series 6 exams.

Aliases

Lou Joseph Colagreco Iii | Louis Joseph Colagreco Iii | Louis Joseph Colagreco

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 Louis Joseph Colagreco III'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

September 6, 2019 - Present

PJT PARTNERS LP

Office #1: 280 Park Avenue 15th Floor, New York, NY 10017
BD
CRD#: 171058
New York, NY
Past

October 1, 2016 - July 19, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 5, 2014 - October 1, 2016

J.P. MORGAN CLEARING CORP.

BD
CRD#: 28432
BROOKLYN, NY
Past

September 12, 2011 - May 21, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BALA CYNWYD, PA

State Registrations and Notice Filings

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

RR
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

RR
New York
(9/6/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 8/30/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/6/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 9/5/2014
Operations Professional Examination
General Industry/Product Exam
RR
Series 6
Date: 9/9/2011
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PP
PJT PARTNERS LP
PARK HILL | PJT PARTNERS LP | PJT PARTNERS LLC | PJT PARK HILL | PJT CAMBERVIEW | PARK HILL GROUP

CRD#: 171058 / SEC#: , 8-69442

BD
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

NamePositionCRD#
PJT PARTNERS HOLDING LPLIMITED PARTNER
FLANAGAN, TARA ELIZABETHCHIEF COMPLIANCE OFFICER2540823
KALRA, ARUN JAMESFINOP6570441
LEE, JIYEUNMANAGING PARTNER/DIRECTOR1859635
MEATES, HELEN THERESECHIEF FINANCIAL OFFICER/DIRECTOR2271715
PJT MANAGEMENT LLCGENERAL PARTNER
TAUBMAN, PAUL JEFFREYCEO/DIRECTOR1567776

Disclosures

Regulatory Event1

Red Flags

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Company Information

PJT PARTNERS LP

CRD#: 171058New York, NY 10017

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