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Philip Jeffrey Turbin

PJT Partners LP

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About Philip Jeffrey Turbin

Philip Turbin is an Investment Banking Registered Representative with PJT Partners LP. Philip has been in the securities industry for over 25 years. Prior to joining PJT Partners, he worked as a Senior Managing Director at BofA Securities, Inc., as well as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and CitiCorp Securities, Inc. He is also licensed as a General Securities Principal and General Securities Sales Supervisor. Philip is a member of the Financial Industry Regulatory Authority (FINRA) and is registered in the state of New York.

Firm Information

Philip Turbin 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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Philip Turbin’s Registration & Firm History

NY

12/16/2021 - Present

PJT Partners LP (NEW YORK NY)

NY

05/10/2019 - 09/27/2021

BOFA SECURITIES, INC. (NEW YORK NY)

NY

07/01/2005 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

12/18/2000 - 06/17/2005

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

06/11/1998 - 12/18/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

12/24/1996 - 05/29/1998

CITICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/21/2005

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 11/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Jeffrey Turbin.
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