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Lane Lipschultz

Perella Weinberg Partners LP

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About Lane Lipschultz

Lane Lipschultz is a registered representative with Perella Weinberg Partners LP in New York, NY. Lane has been in the industry for over 6 months. Lane holds Series 63, SIE and Series 79TO licenses and is registered in New York.

Firm Information

Lane Lipschultz 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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Lane Lipschultz’s Registration & Firm History

NY

08/14/2023 - Present

Perella Weinberg Partners LP (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lane Lipschultz.
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