Best Investors Account Sign in

Pankti Mehta

Morgan Stanley

New York, NY

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-14
NJ RA APPROVED 2023-07-13
NY RA APPROVED 2023-07-12
  • TX RA
    APPROVED
    Since 2023-07-14
  • NJ RA
    APPROVED
    Since 2023-07-13
  • NY RA
    APPROVED
    Since 2023-07-12

Branch Locations

1585 Broadway 21St Floor, New York, NY 10036 • 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
Korn Ferry Dallas TX 06/2016 05/2018
Korn Ferry Dallas TX 05/2018 07/2019
Jp Morgan Private Bank New York City NY 07/2020 08/2020
Unc Kenan-Flagler Business School Chapel Hill NC 07/2019 05/2021
Goldman Sachs New York City NY 07/2021 04/2023
Morgan Stanley New York NY 05/2023 Present
Morgan Stanley Private Bank, N.A New York NY 05/2023 Present
  • 06/2016 → 05/2018
    Korn Ferry
    Dallas, TX
  • 05/2018 → 07/2019
    Korn Ferry
    Dallas, TX
  • 07/2020 → 08/2020
    Jp Morgan Private Bank
    New York City, NY
  • 07/2019 → 05/2021
    Unc Kenan-Flagler Business School
    Chapel Hill, NC
  • 07/2021 → 04/2023
    Goldman Sachs
    New York City, NY
  • 05/2023 → Present
    Morgan Stanley
    New York, NY
  • 05/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-12
S63 Uniform Securities Agent State Law Examination 2021-10-30
  • S66 Uniform Combined State Law Examination
    2023-07-12
  • S63 Uniform Securities Agent State Law Examination
    2021-10-30

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor