Dalton O. Werner
Professional summary
Dalton Owen Werner, who also goes by Dalton Werner, Dalton Owen Werner, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.
Dalton is registered as a RR (Registered Representative) and started their career in finance in 2015. Dalton has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dalton Owen Werner's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2022 - Present
PJT PARTNERS LP
Office #1: 280 Park Avenue, New York, NY 10017September 3, 2020 - May 4, 2022
CREDIT SUISSE SECURITIES (USA) LLC
March 16, 2016 - May 18, 2018
TRADE INFORMATICS LLC
August 13, 2015 - March 9, 2016
COMMONFUND SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/10/2022)
Exams
Series 79TO
Date: 9/3/2020
Investment Banking Registered Representative ExaminationFINRA
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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