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Justin Poliner

Moelis & Co. LLC

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About Justin Poliner

Justin Poliner is a financial professional with experience in the financial services industry. Justin currently works as a registered representative with Moelis & Co. LLC, located in New York, NY. Justin has a Series 7, Series 79 and Series 63 license. Justin previously worked at RBC Capital Markets, LLC.

Firm Information

Justin Poliner is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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Justin Poliner’s Registration & Firm History

NY

06/01/2021 - Present

Moelis & Co. LLC (NEW YORK NY)

NY

08/24/2020 - 05/25/2021

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/24/2020

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2020

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Poliner.
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