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Erfan Shakibaei

Perella Weinberg Partners LP

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About Erfan Shakibaei

Erfan Shakibaei is a registered investment advisor with Perella Weinberg Partners LP and Tudor, Pickering, Holt & Co. Securities, LLC. Erfan has been in the financial services industry since September 3, 2020. Erfan holds the Series 63, Series 79TO and SIE licenses. Erfan is registered in New York and Texas.

Firm Information

Erfan Shakibaei 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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Erfan Shakibaei’s Registration & Firm History

NY

01/04/2021 - Present

Perella Weinberg Partners LP (NEW YORK NY)

TX

09/04/2020 - 01/04/2021

TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erfan Shakibaei.
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