Unclaimed
Zachary Stassi is a financial professional with over 18 years of experience in the industry. Currently, Zachary is a registered representative with PJT Partners LP in San Francisco, California. Previously, Zachary was with Park Hill Group LLC and Park Hill Real Estate Group LLC, also in San Francisco, and prior to that, with The Blackstone Group L.P. in New York City and Heitman Securities LLC in Chicago. Zachary holds a Series 7, Series 66, Series 79TO and SIE licenses and is registered in 20 states across the US.
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
CA
08/31/2020 - Present
PJT Partners LP (SAN FRANCISCO CA)
CA
12/20/2013 - 08/31/2020
PARK HILL GROUP LLC (SAN FRANCISCO CA)
CA
06/08/2006 - 12/31/2013
PARK HILL REAL ESTATE GROUP LLC (SAN FRANCISCO CA)
NY
04/11/2006 - 06/01/2006
THE BLACKSTONE GROUP L.P. (NEW YORK NY)
IL
09/28/2004 - 03/07/2006
HEITMAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 10/11/2004
Series 66 - Uniform Combined State Law 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 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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