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Lisa Isobel Warren

PJT Partners LP

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About Lisa Isobel Warren

Lisa Warren is a registered representative with PJT Partners LP, holding the Series 79TO and SIE exams. Lisa's professional career began on August 16, 2024. Lisa's firm is currently registered with FINRA and has an active BC scope.

Firm Information

Lisa Warren is currently registered with PJT Partners LP. PJT Partners LP is an Other Types of Legal Formation that was formed in 2014 and is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

56

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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Lisa Warren’s Registration & Firm History

MA

08/17/2024 - Present

PJT Partners LP (BOSTON MA)

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Licenses & Designations

BC

Issued 08/16/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/21/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Isobel Warren.
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