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Serdjan Aye Balach

Perella Weinberg Partners LP

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About Serdjan Aye Balach

Serdjan Balach is a financial professional with over 13 years of experience in the industry. Serdjan is currently registered with Perella Weinberg Partners LP in New York, NY. Serdjan holds Series 63, Series 79, Series 24, and SIE licenses and is registered with the state of New York. Serdjan previously worked at Citigroup Global Markets Inc. for almost 10 years.

Firm Information

Serdjan Balach is currently registered with Perella Weinberg Partners LP. Perella Weinberg Partners LP is an investment banking firm established in 2005. They offer a wide range of advisory services, including mergers and acquisitions, restructuring, and capital raising. The firm is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

255

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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Serdjan Balach’s Registration & Firm History

NY

01/10/2020 - Present

Perella Weinberg Partners LP (NEW YORK NY)

NY

10/05/2010 - 01/06/2020

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Serdjan Aye Balach.
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