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99 Park Avenue Floor 8, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-24 |
Branch Locations
172 Montague Street Suite 17A, Brooklyn, NY 11201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-28 |
Branch Locations
172 Montague Street Suite 17A, Brooklyn, NY 11201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-09 |
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