linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexey Kruglov

Evercore Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexey? Claim Your Profile

About Alexey Kruglov

Alexey Kruglov is a financial professional with a strong background in the securities industry. Alexey has been in the industry since 2014. Alexey is currently registered with Evercore Group LLC. Previously, Alexey was registered with UBS Financial Services Inc. in Florham Park, New Jersey. Alexey holds Series 7, 63, 66, SIE and 79TO securities licenses. Alexey is registered in 37 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.

Firm Information

Alexey Kruglov is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexey Kruglov’s Registration & Firm History

NY

09/16/2023 - Present

Evercore Group LLC (NEW YORK NY)

NJ

07/18/2014 - 02/23/2016

UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)

Not sure if Alexey Kruglov is right for you?

Licenses & Designations

BC

Issued 08/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/22/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/19/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexey Kruglov.
Not sure if Alexey Kruglov is right for you?