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Anviti Suri

Evercore Group LLC

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About Anviti Suri

Anviti Suri is a financial professional with experience in the investment banking industry. She is currently registered with Evercore Group LLC as a broker-dealer representative. Anviti Suri holds the Series 63, Series 79TO, and SIE exams. Anviti Suri has prior experience working with Piper Sandler & Co. and has a registration history 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

Anviti Suri 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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Anviti Suri’s Registration & Firm History

NY

09/03/2024 - Present

Evercore Group LLC (NEW YORK NY)

NY

12/05/2022 - 08/07/2024

PIPER SANDLER & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anviti Suri.
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