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JW

Joshua S. Weitzman

CORSAIR ADVISORS LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 6792123
JW

Professional summary

Joshua S Weitzman, who also goes by Josh Weitzman, Joshua Samuel Weitzman, is a registered financial professional currently at CORSAIR ADVISORS LLC located in New York, New York.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2017. Joshua has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Josh Weitzman | Joshua Samuel Weitzman

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 Joshua S Weitzman's 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

March 19, 2021 - Present

CORSAIR ADVISORS LLC

Office #1: 550 Madison Avenue 27th Floor, New York, NY 10022
BD
CRD#: 164469
New York, NY
Past

December 6, 2018 - March 9, 2021

ROCKEFELLER FINANCIAL LLC

BD
CRD#: 291361
New York, NY
Past

December 13, 2017 - June 8, 2018

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL

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
(3/19/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 4/12/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/13/2017
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CORSAIR ADVISORS LLC
CORSAIR ADVISORS LLC

CRD#: 164469 / SEC#: , 8-69103

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
550 Madison Avenue 27th Floor, New York, NY 10022
Mailing Address
550 Madison Avenue 27th Floor, New York, NY 10022
Phone number
(212) 224-9400
Established
Delaware since 01/11/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CORSAIR CAPITAL, L.P.SOLE MEMBER
JAYANTI, DHARMA TEJA IGNACIOCHIEF EXECUTIVE OFFICER2633264
KNAPP, AMY MARIECHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER4375038
ROTHENBERG, SHARI PFINOP6590875
WANG, JIMMY AKASHICHIEF COMPLIANCE OFFICER6177810

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

CORSAIR ADVISORS LLC

CRD#: 164469New York, NY 10022

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