Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Richard is a financial advisor with Evercore Group LLC. Andrew has been in the financial services industry since 1997 and has held positions at Credit Suisse Securities (USA) LLC, Goldman, Sachs & Co., and Lehman Brothers Inc. Andrew is a registered representative in 37 states. Andrew has passed the Series 7, 63, 24, SIE and 79TO exams.
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.
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2
NY
07/26/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
01/24/2011 - 08/09/2019
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/30/2000 - 09/14/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
10/08/1996 - 05/24/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 01/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2010
Series 24 - General Securities Principal 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 10/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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