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Phillip Aaron Smith

PJT Partners LP

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About Phillip Aaron Smith

Phillip Smith is an investment banking professional with over 7 years of experience in the financial services industry. Phillip is currently registered with PJT Partners LP as a Registered Representative. Phillip previously worked at Deutsche Bank Securities Inc. Phillip holds the Series 63, SIE and Series 79 licenses. Phillip is currently licensed in New York.

Firm Information

Phillip Smith 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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Phillip Smith’s Registration & Firm History

NY

09/25/2018 - Present

PJT Partners LP (NEW YORK NY)

NY

09/19/2011 - 09/26/2018

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Aaron Smith.
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