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Nancy Beth Peretsman

Allen & Co. LLC

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About Nancy Beth Peretsman

Nancy Peretsman is a financial professional with over 40 years of experience in the industry. Nancy has held several senior positions at prominent firms, including Salomon Brothers Inc., Blythe Eastman Paine Webber Incorporated, and Paine, Webber, Jackson & Curtis Inc. Currently, Nancy is registered with Allen & Co. LLC, a well-respected investment firm. Nancy holds the Series 7, Series 24, SIE and Series 79TO licenses, demonstrating her expertise in a wide range of financial products and services.

Firm Information

Nancy Peretsman is currently registered with Allen & Co. LLC. Allen & Co. LLC is a Limited Liability Company formed on August 3, 2001. The firm is registered in all 50 states and the District of Columbia. Allen & Co. LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

28

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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Nancy Peretsman’s Registration & Firm History

NY

12/11/1995 - Present

Allen & Co. LLC (NEW YORK NY)

NY

08/23/1984 - 07/10/1995

SALOMON BROTHERS INC. (NEW YORK NY)

NA

11/10/1980 - 06/01/1984

BLYTH EASTMAN PAINE WEBBER INCORPORATED

NA

06/01/1984 - 06/17/1983

PAINE, WEBBER, JACKSON & CURTIS INC.

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Licenses & Designations

BC

Issued 04/25/1988

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 10/18/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nancy Beth Peretsman.
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