Unclaimed
Andrew Crossfield is a financial advisor with Evercore Group LLC. Andrew has over 25 years of experience in the financial services industry. Andrew has worked at a number of firms, including International Strategy & Investment Group LLC, EVERCORE GROUP L.L.C., KEEFE, BRUYETTE & WOODS, INC., CALYON SECURITIES (USA) INC, RYAN BECK & CO., ADVEST, INC., and DRSEDNER KLEINWORT WASSERSTEIN SECURITIES LLC. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 24, and Series 63 license. Andrew is also registered in a number of 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.
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.
1
2
CT
12/23/2015 - Present
Evercore Group LLC (Westport CT)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/18/2012 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
NY
08/13/2007 - 09/11/2012
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
04/30/2007 - 07/31/2007
CALYON SECURITIES (USA) INC (NEW YORK NY)
NY
02/10/2005 - 02/15/2007
RYAN BECK & CO. (NEW YORK NY)
CT
01/15/2003 - 03/01/2005
ADVEST, INC. (HARTFORD CT)
NY
08/20/1998 - 10/03/2002
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
10/10/1994 - 07/16/1998
GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)
BC
Issued 12/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1994
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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