Robert K. Steel
Professional summary
Robert King Steel, who also goes by Bob King Steel, 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 1975. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 79, Series 3, Series 5, PC, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert King Steel's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 13, 2018 - Present
PERELLA WEINBERG PARTNERS LP
Office #1: 767 Fifth Avenue, New York, NY 10153Office #2: 767 Fifth Avenue, New York, NY 10153September 13, 2018 - January 20, 2021
TUDOR PICKERING HOLT & CO ADVISORS LP
September 13, 2018 - December 31, 2024
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC
January 5, 1977 - December 17, 2004
GOLDMAN SACHS & CO. LLC
August 21, 1975 - December 29, 1976
BLYTH EASTMAN DILLON & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/1/2024)
Exams
Series 5
Date: 6/29/1982
Interest Rate Options ExaminationPC
Date: 7/27/1977
AMEX Put and Call ExamSeries 8
Date: 2/13/1989
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
PERELLA WEINBERG PARTNERS LP
CRD#: 138618 / SEC#: , 8-67167
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PERELLA WEINBERG PARTNERS GROUP LP | LIMITED PARTNER | |
| BEDNAR, ANDREW THOMAS | PARTNER AND CHIEF EXECUTIVE OFFICER | 1856221 |
| D'ANNA, JOHN R. JR. | PARTNER, HEAD OF SALES | 5387688 |
| GOTTSCHALK, ALEXANDRA KATHLEEN | PARTNER, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5864478 |
| KAMEN, JUSTIN BARTHOLOMEW | CHIEF LEGAL OFFICER AND CORPORATE SECRETARY | 7047700 |
| MICHAEL, STEPHEN CHADWICK | PRESIDENT OF TPH&CO. | 4430416 |
| NORDEN, VIVIANA CARMONA | FINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER | 4886485 |
| PADCO GP LLC | GENERAL PARTNER | |
| RAMANAND, ROSEANNE NANDANI | CHIEF COMPLIANCE OFFICER AND AML OFFICER | 5063023 |
| WEINBERG, PETER AMORY | CHAIRMAN AND CO-FOUNDER | 2100495 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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