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Matthew Joseph Ruggiero

PJT Partners LP

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About Matthew Joseph Ruggiero

Matthew Ruggiero is a financial professional with over 17 years of experience in the industry. Matthew has a Series 7, Series 24, Series 63, and Series 79TO licenses. He is currently registered with PJT Partners LP. Before joining PJT Partners, Matthew worked at Blackstone Advisory Partners L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew is dedicated to providing clients with personalized financial advice and strategies to help them achieve their goals.

Firm Information

Matthew Ruggiero 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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Matthew Ruggiero’s Registration & Firm History

NY

08/28/2015 - Present

PJT Partners LP (NEW YORK NY)

NY

03/18/2009 - 10/01/2015

BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)

NY

08/23/2006 - 03/03/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/24/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2023

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 08/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Joseph Ruggiero.
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