Patrick H. Mccartney
Professional summary
Patrick Holmes Mccartney is a registered financial professional currently at PJT PARTNERS LP located in San Francisco, California.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 4 firms and has passed the Series 63, SIE, Series 79, Series 86, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Holmes Mccartney's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2023 - Present
PJT PARTNERS LP
Office #1: One Market Plaza Suite 2700, San Francisco, CA 94105May 19, 2021 - February 10, 2023
LIONTREE ADVISORS LLC
March 1, 2017 - April 27, 2021
CITIGROUP GLOBAL MARKETS INC.
January 2, 2012 - May 16, 2012
FM PARTNERS HOLDINGS 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
(3/27/2023)
(3/27/2023)
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.
