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Anthony Magro

Evercore Group LLC

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About Anthony Magro

Anthony Magro is a financial professional with over 40 years of experience in the industry. Anthony has a broad range of experience in the financial services industry, having worked with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, Bear, Stearns & Co. Inc., Kidder, Peabody & Co. Incorporated and Dillon, Read & Co. Inc. currently Anthony is registered with Evercore Group LLC. Anthony is licensed in several 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. Anthony holds several professional licenses and designations, including Series 7, Series 24, Series 63, Series 79TO, and SIE.

Firm Information

Anthony Magro 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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Anthony Magro’s Registration & Firm History

NY

06/03/2011 - Present

Evercore Group LLC (NEW YORK NY)

NY

01/02/2009 - 06/06/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/31/2001 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

02/27/1992 - 08/09/2001

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

06/13/1988 - 04/29/1992

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NA

12/23/1981 - 06/06/1988

DILLON, READ & CO. INC.

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Licenses & Designations

BC

Issued 10/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/1987

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 12/19/1981

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 Anthony Magro.
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