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CT

Carter P. Tobin

FENCHURCH PARTNERS, LP
New York, NY 10017
Some features on this profile are disabled
CRD#: 7413840
CT

Professional summary

Carter P. Tobin, who also goes by Carter P Tobin, is a registered financial professional currently at FENCHURCH PARTNERS, LP located in New York, New York.

Carter is registered as a RR (Registered Representative) and started their career in finance in 2022. Carter has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Carter P Tobin

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 Carter P. Tobin'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

September 16, 2025 - Present

FENCHURCH PARTNERS, LP

Office #1: 280 Park Avenue 3rd Floor, New York, NY 10017
BD
CRD#: 321750
New York, NY
Past

February 26, 2022 - August 26, 2025

CAMBRIDGE INTERNATIONAL PARTNERS LLC

BD
CRD#: 40451
STAMFORD, CT

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
(9/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/22/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/26/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/11/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FP
FENCHURCH PARTNERS, LP
FENCHURCH PARTNERS, LP

CRD#: 321750 / SEC#: , 8-70977

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

Main Address
280 Park Avenue 3rd Floor, New York, NY 10017
Mailing Address
280 Park Avenue 3rd Floor, New York, NY 10017
Phone number
(917) 603-2932
Established
Delaware since 02/28/2022
Firm type
Partnership
Fiscal year end
March
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#
FENCHURCH ADVISORY PARTNERS US LPLIMITED PARTNER
BRANT, DAVID ROBERTFINOP2718478
FENCHURCH PARTNERS LIMITED (UK)GENERAL PARTNER
SIPP, JOHN ANTHONYCHIEF COMPLIANCE OFFICER, EXECUTIVE REPRESENTATIVE1573602

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

FENCHURCH PARTNERS, LP

CRD#: 321750New York, NY 10017

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