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Abigail Panno Shepard

Perella Weinberg Partners LP

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About Abigail Panno Shepard

Abigail Shepard is a registered representative with Perella Weinberg Partners LP in NEW YORK, NY. Abigail has been in the industry since 2017 and is licensed in New York. Abigail holds the Series 79, Series 63, and SIE licenses.

Firm Information

Abigail Shepard is currently registered with Perella Weinberg Partners LP. Perella Weinberg Partners LP is an investment banking firm established in 2005. They offer a wide range of advisory services, including mergers and acquisitions, restructuring, and capital raising. The firm is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

255

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Abigail Shepard’s Registration & Firm History

NY

08/19/2017 - Present

Perella Weinberg Partners LP (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Abigail Panno Shepard.
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