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Current Employers
Four Points Advisors, Llc

99 Park Avenue Floor 8, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-24
  • NY RA
    APPROVED
    Since 2026-06-24

Branch Locations

99 Park Avenue Floor 8, New York, NY 10016 • United States

Gramercy Private Wealth Llc

172 Montague Street Suite 17A, Brooklyn, NY 11201 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-28
  • NY RA
    APPROVED
    Since 2022-01-28

Branch Locations

172 Montague Street Suite 17A, Brooklyn, NY 11201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gramercy Private Wealth Llc Brooklyn NY 05/2021 Present
Msd Capital Lp New York NY 06/2006 12/2016
William James & Company, Lp New York NY 01/2017 05/2021
  • 05/2021 → Present
    Brooklyn, NY
  • 06/2006 → 12/2016
    Msd Capital Lp
    New York, NY
  • 01/2017 → 05/2021
    William James & Company, Lp
    New York, NY
Previous Registrations
Other Businesses

Managing Member of Gramercy Private Wealth LLC, NY State Registered Advisor, Start 5/21 Located in Brooklyn, NY. 40 hours/week, during trading hours Portfolio Manager to the practice.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-18
S63 Uniform Securities Agent State Law Examination 1998-11-09
  • S65 Uniform Investment Adviser Law Examination
    2020-11-18
  • S63 Uniform Securities Agent State Law Examination
    1998-11-09

View on SEC IAPD

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