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RL

Robert L. Lundstedt

PERELLA WEINBERG PARTNERS LP
New York, NY 10153
Some features on this profile are disabled
CRD#: 7495932
RL

Professional summary

Robert Lawson Lundstedt, who also goes by Lawson Lundstedt, is a registered financial professional currently at PERELLA WEINBERG PARTNERS LP located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2022. Robert has worked at 3 firms and has passed the Series 66, Series 79TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lawson Lundstedt

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 Robert Lawson Lundstedt'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

July 21, 2025 - Present

PERELLA WEINBERG PARTNERS LP

Office #1: 767 Fifth Avenue, New York, NY 10153
BD
CRD#: 138618
New York, NY
Past

June 10, 2024 - August 20, 2024

PERELLA WEINBERG PARTNERS LP

BD
CRD#: 138618
NEW YORK, NY
Past

June 6, 2023 - August 10, 2023

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

May 23, 2022 - June 2, 2023

PROSPERA FINANCIAL SERVICES, INC.

RIA
CRD#: 10740
Paradise Valley, AZ
Past

March 3, 2022 - June 2, 2023

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
Paradise Valley, AZ

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
(7/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/4/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/11/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/22/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PERELLA WEINBERG PARTNERS LP
PADCO ADVISORS L.P. | TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC | TUDOR, PICKERING, HOLT & CO. | TUDOR PICKERING HOLT & CO ADVISORS LP | TPH&CO. THE ENERGY BUSINESS OF PERELLA WEINBERG | TPH&CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH&CO. | TPH & CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH & CO. | PWP SECURITIES | PERELLA WEINBERG PARTNERS LP | PERELLA WEINBERG | PADCO ADVISORS LLC

CRD#: 138618 / SEC#: , 8-67167

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

Main Address
767 Fifth Avenue, New York, NY 10153
Mailing Address
767 Fifth Avenue, New York, NY 10153
Phone number
(212) 287-3200
Established
Delaware since 10/11/2005
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
PERELLA WEINBERG PARTNERS GROUP LPLIMITED PARTNER
BEDNAR, ANDREW THOMASPARTNER AND CHIEF EXECUTIVE OFFICER1856221
D'ANNA, JOHN R. JR.PARTNER, HEAD OF SALES5387688
GOTTSCHALK, ALEXANDRA KATHLEENPARTNER, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5864478
KAMEN, JUSTIN BARTHOLOMEWCHIEF LEGAL OFFICER AND CORPORATE SECRETARY7047700
MICHAEL, STEPHEN CHADWICKPRESIDENT OF TPH&CO.4430416
NORDEN, VIVIANA CARMONAFINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER4886485
PADCO GP LLCGENERAL PARTNER
RAMANAND, ROSEANNE NANDANICHIEF COMPLIANCE OFFICER AND AML OFFICER5063023
WEINBERG, PETER AMORYCHAIRMAN AND CO-FOUNDER2100495

Disclosures

Regulatory Event2

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

PERELLA WEINBERG PARTNERS LP

CRD#: 138618New York, NY 10153

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