Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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