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Michael Geddes Poelman

PJT Partners LP

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About Michael Geddes Poelman

Michael Geddes Poelman is a financial professional registered with PJT Partners LP in Santa Monica, California. Michael has been in the industry since 2012 and holds a Series 63, Series 79, and SIE license. Michael has also been registered with Blackstone Advisory Partners L.P. and UBS Securities LLC.

Firm Information

Michael Poelman 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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Michael Poelman’s Registration & Firm History

CA

08/28/2015 - Present

PJT Partners LP (Santa Monica CA)

NY

10/07/2014 - 10/01/2015

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

NY

09/24/2012 - 09/02/2014

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/26/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Geddes Poelman.
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