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Andrew David Shapiro

PJT Partners LP

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About Andrew David Shapiro

Andrew Shapiro is a financial professional with over 17 years of experience in the industry. Andrew has a diverse background, having worked at firms such as Credit Suisse Securities (USA) LLC, Sandler, O'Neill & Partners, L.P., and Citigroup Global Markets Inc. Andrew is currently a Registered Representative at PJT Partners LP, where he has been employed since September 2019. Andrew is licensed in New York and has a strong understanding of the financial markets.

Firm Information

Andrew Shapiro is currently registered with PJT Partners LP. PJT Partners LP is an Other Types of Legal Formation that was formed in 2014 and is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

56

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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Andrew Shapiro’s Registration & Firm History

NY

09/03/2019 - Present

PJT Partners LP (NEW YORK NY)

NY

06/09/2014 - 09/18/2019

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

03/30/2011 - 06/10/2014

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

NY

09/23/2008 - 03/18/2011

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

VA

11/11/2002 - 05/11/2006

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

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Licenses & Designations

BC

Issued 10/01/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/19/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/17/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew David Shapiro.
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