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David Owen Higley

Perella Weinberg Partners LP

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About David Owen Higley

David Higley is a financial professional with over 20 years of experience in the industry. David currently works for Perella Weinberg Partners LP in Los Angeles, California. David has held previous roles at LAZARD FRERES & CO. LLC, BOND LANE PARTNERS LLC, UBS SECURITIES LLC, and PRUDENTIAL SECURITIES INCORPORATED. David holds licenses including Series 7, 24, 63, 79TO, 99TO, and 14. David's professional experience includes working in investment banking and operations.

Firm Information

David Higley 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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David Higley’s Registration & Firm History

CA

04/29/2024 - Present

Perella Weinberg Partners LP (Los Angeles CA)

CA

07/28/2020 - 04/25/2024

LAZARD FRERES & CO. LLC (LOS ANGELES CA)

CA

08/24/2009 - 02/16/2021

BOND LANE PARTNERS LLC (SANTA MONICA CA)

CA

01/08/2001 - 03/13/2007

UBS SECURITIES LLC (LOS ANGELES CA)

NY

08/24/2000 - 11/29/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/19/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional 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 08/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Owen Higley.
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