linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Shi

Perella Weinberg Partners LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Shi

David Shi is a financial advisor with Perella Weinberg Partners LP in NEW YORK, NY. David has been in the industry since 2021 and holds a Series 63, Series 79TO, and SIE license. David has a background in investment banking and is registered to provide investment advisory services in New York.

Firm Information

David Shi 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Shi’s Registration & Firm History

NY

07/03/2021 - Present

Perella Weinberg Partners LP (NEW YORK NY)

Not sure if David Shi is right for you?

Licenses & Designations

BC

Issued 06/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Shi.
Not sure if David Shi is right for you?