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Kristin Lynn Carey

Perella Weinberg Partners LP

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About Kristin Lynn Carey

Kristin Carey is a financial professional with over 29 years of experience in the industry. Kristin is currently registered with Perella Weinberg Partners LP, a firm specializing in providing investment banking services. Prior to joining Perella Weinberg Partners, Kristin was a Registered Representative at KeyBanc Capital Markets Inc. from December 2017 to June 2019. Previously, Kristin worked at Cain Brothers & Company, LLC and Teneo Securities LLC, where she held positions as a Registered Representative. Kristin holds a Series 63 license in New York, as well as Series 7, Series 79TO, Series 24, and SIE licenses. Kristin is dedicated to providing clients with high-quality financial guidance.

Firm Information

Kristin Carey 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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Kristin Carey’s Registration & Firm History

NY

06/11/2019 - Present

Perella Weinberg Partners LP (NEW YORK NY)

NY

12/22/2017 - 06/07/2019

KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)

NY

08/30/2016 - 12/22/2017

CAIN BROTHERS & COMPANY, LLC (NEW YORK NY)

NY

10/03/2012 - 08/11/2016

TENEO SECURITIES LLC (NEW YORK NY)

NY

10/01/2008 - 09/26/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

02/01/2000 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

CA

03/23/1993 - 02/01/2000

HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 04/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2000

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 03/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Lynn Carey.
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