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AK

Arun J. Kalra

PJT PARTNERS LP
New York, NY 10017
Some features on this profile are disabled
CRD#: 6570441
AK

Professional summary


Arun James Kalra, who also goes by Arun Kalra, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.

Arun is registered as a RR (Registered Representative) and started their career in finance in 2023. Arun has worked at 1 firm and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arun Kalra

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 Arun James Kalra'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

April 4, 2023 - Present

PJT PARTNERS LP

Office #1: 280 Park Avenue, New York, NY 10017
BD
CRD#: 171058
New York, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 4/4/2023
Operations Professional Examination
Principal/Supervisory Exam
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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


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.

Company Information


PJT PARTNERS LP

CRD#: 171058New York, NY 10017

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