Unclaimed
Ivan Brockman is a financial advisor with PJT Partners LP. Ivan has been in the industry since March 5, 2000. Ivan is registered in California, Georgia, Massachusetts, and New York. Ivan has passed the Series 7, Series 24, Series 63, SIE, and Series 79TO exams. Prior to joining PJT Partners LP, Ivan worked at Blackstone Advisory Partners L.P., Citigroup Global Markets Inc., and Goldman, Sachs & Co.
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.
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.
1
2
CA
08/28/2015 - Present
PJT Partners LP (SAN FRANCISCO CA)
CA
09/08/2008 - 10/01/2015
BLACKSTONE ADVISORY PARTNERS L.P. (MENLO PARK CA)
CA
04/29/2004 - 09/15/2008
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
NY
02/21/2000 - 04/14/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 11/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2004
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 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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