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Coleman Wise

PJT Partners LP

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About Coleman Wise

Coleman Wise is a registered representative with PJT Partners LP. Coleman has been in the securities industry since 2023. Coleman holds Series 7TO, Series 79TO, and SIE licenses. Coleman is registered in New York. Coleman was previously with Nomura Securities International, Inc.

Firm Information

Coleman Wise 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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Coleman Wise’s Registration & Firm History

NY

03/14/2024 - Present

PJT Partners LP (NEW YORK NY)

NY

07/24/2023 - 12/21/2023

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Coleman Wise.
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