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Christopherpaul Lerner

Pickwick Capital Partners, LLC

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About Christopherpaul Lerner

Christopherpaul Lerner is a financial professional with over 12 years of experience in the industry. Christopherpaul is currently registered with Pickwick Capital Partners, LLC, a firm that is active in the broker-dealer space. Prior to joining Pickwick Capital Partners, LLC, Christopherpaul was registered with Stifel, Nicolaus & Company, Incorporated, Eaton Partners, LLC, Tangent Capital Partners, LLC, and Salomon Smith Barney Inc. Christopherpaul has a broad range of experience in the industry, having held various positions at these firms. Christopherpaul holds several securities licenses, including Series 7, 79, 24, 63, 79TO, 99TO, and SIE, and has a deep understanding of the financial markets. Christopherpaul's experience and qualifications make Christopherpaul a valuable asset to any investor seeking financial advice.

Firm Information

Christopherpaul Lerner is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

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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Christopherpaul Lerner’s Registration & Firm History

NY

06/06/2024 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

NA

03/29/2018 - 11/25/2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SHANGHAI )

NA

04/14/2011 - 03/29/2018

EATON PARTNERS, LLC (SHANGHAI )

NY

03/09/2010 - 03/09/2011

TANGENT CAPITAL PARTNERS, LLC (NEW YORK NY)

NY

10/11/2000 - 04/09/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/08/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2024

Series 24 - General Securities Principal Examination

BC

Issued 03/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/30/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/30/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2010

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopherpaul Lerner.
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