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CZ

Claire Zhang

PJT PARTNERS LP
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 7741191
CZ

Professional summary

Claire Zhang is a registered financial professional currently at PJT PARTNERS LP located in Boston, Massachusetts.

Claire is registered as a RR (Registered Representative) and started their career in finance in 2024. Claire has worked at 1 firm and has passed the Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Claire Zhang'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

August 17, 2024 - Present

PJT PARTNERS LP

Office #1: 53 State Street 37th Floor, Boston, MA 02109
BD
CRD#: 171058
BOSTON, MA

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 79TO
Date: 8/16/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/8/2024
Securities Industry Essentials Examination
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#: 171058Boston, MA 02109

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