Unclaimed
Siddharth Kapur is a registered representative and investment banking professional with experience in the financial services industry. Siddharth currently works at PJT Partners LP, a leading investment bank, where they have been employed since August 2020. Prior to that, Siddharth worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from September 2014 to July 2016. Siddharth holds Series 79 and Series 63 licenses and is registered with the states of Massachusetts and New York.
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.
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.
1
2
MA
08/07/2020 - Present
PJT Partners LP (BOSTON MA)
NY
09/01/2014 - 07/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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