Unclaimed
Michael Alan Gilbert is a financial advisor with over 18 years of experience in the industry. Michael is currently registered with PJT Partners LP, a firm with offices in New York City. Prior to joining PJT Partners LP, Michael worked at CREDIT SUISSE SECURITIES (USA) LLC, also based in New York City. Michael holds the Series 7, Series 24, Series 63, Series 79TO and SIE licenses and is registered in New York.
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.
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2
NY
06/20/2016 - Present
PJT Partners LP (NEW YORK NY)
NY
09/09/2004 - 06/22/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 12/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
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 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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