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Andrew Michael Crossfield

Evercore Group LLC

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About Andrew Michael Crossfield

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.

Firm Information

Andrew Crossfield 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.

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Andrew Crossfield’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Michael Crossfield.
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