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Georg Schloendorff

Allen & Co. LLC

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About Georg Schloendorff

Georg Schloendorff is an active investment banking professional with over 25 years of experience in the financial services industry. Georg has been registered with Allen & Co. LLC since 2009, where Georg is currently a Registered Representative. Before joining Allen & Co. LLC, Georg was a Registered Representative at BANC OF AMERICA SECURITIES LLC from 2004-2009. Previously, Georg worked at CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CREDIT SUISSE FIRST BOSTON CORPORATION, holding various roles. Georg holds the Series 7, Series 24, Series 63, Series 79TO and SIE licenses.

Firm Information

Georg Schloendorff is currently registered with Allen & Co. LLC. Allen & Co. LLC is a Limited Liability Company formed on August 3, 2001. The firm is registered in all 50 states and the District of Columbia. Allen & Co. LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

28

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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Georg Schloendorff’s Registration & Firm History

NY

06/05/2009 - Present

Allen & Co. LLC (NEW YORK NY)

NY

10/11/2004 - 05/04/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

03/21/2001 - 10/04/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/28/2000 - 10/05/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

09/13/1993 - 09/01/1998

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/2000

Series 24 - General Securities Principal 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 09/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Georg Schloendorff.
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