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Benjamin Geer Wilcox

Perella Weinberg Partners LP

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About Benjamin Geer Wilcox

Benjamin Wilcox is a financial advisor with Perella Weinberg Partners LP. Benjamin has been in the financial services industry for over 18 years, with experience at firms such as Lehman Brothers Inc., Barclays Capital Inc. and Tudor, Pickering, Holt & Co. Securities, LLC. Benjamin holds Series 7, 24, 63, 79TO and SIE licenses and is registered in New York and Texas.

Firm Information

Benjamin Wilcox 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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Benjamin Wilcox’s Registration & Firm History

TX

05/01/2009 - Present

Perella Weinberg Partners LP (Houston TX)

TX

07/02/2021 - 11/18/2021

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC (HOUSTON TX)

NY

09/22/2008 - 03/09/2009

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

05/01/2006 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

02/06/2004 - 04/13/2006

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/06/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2019

Series 24 - General Securities Principal 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 02/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Geer Wilcox.
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