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Paul Jeffrey Taubman

PJT Partners LP

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About Paul Jeffrey Taubman

Paul Jeffrey Taubman is a financial professional with over 30 years of experience in the industry. Paul currently holds a position at PJT Partners LP. Paul is a licensed securities professional in all 50 states, Puerto Rico and the Virgin Islands. Paul has passed the Series 63, 7, 79, 99 and Series 24 examinations. Paul previously worked at Park Hill Group LLC, Blackstone Advisory Partners L.P., Petsky Prunier Securities, LLC and Morgan Stanley & Co. LLC.

Firm Information

Paul Taubman 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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Paul Taubman’s Registration & Firm History

NY

12/08/2014 - Present

PJT Partners LP (NEW YORK NY)

NY

12/13/2016 - 08/31/2020

PARK HILL GROUP LLC (NEW YORK NY)

NY

03/13/2015 - 10/01/2015

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

NY

08/30/2013 - 12/26/2014

PETSKY PRUNIER SECURITIES, LLC (NEW YORK NY)

NY

08/06/2012 - 08/06/2013

MS SECURITIES SERVICES INC. (NEW YORK NY)

NY

11/01/1990 - 05/30/2013

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional 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 09/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Jeffrey Taubman.
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